See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $592,977 | $179,726+229.9% | $156,263+279.5% | $142,382+316.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.07% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $8,144 | $5,069+60.7% | $4,333+87.9% | $4,299+89.4% |
| Participant deferral / active EE | $11,694 | $6,956+68.1% | $6,158+89.9% | $6,507+79.7% |
| Admin fee / account holder | $2,275 | $17,272-86.8% | $14,255-84.0% | $12,624-82.0% |