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 | $774,981 | $202,432+282.8% | $169,368+357.6% | $139,434+455.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.31% | 531.74%-521.4pp | 405.60%-395.3pp | 372.94%-362.6pp |
| Employer contribution / active EE | $4,621 | $4,692-1.5% | $4,013+15.2% | $4,751-2.7% |
| Participant deferral / active EE | $20,417 | $6,938+194.3% | $6,221+228.2% | $6,710+204.3% |
| Admin fee / account holder | $26,083 | $10,708+143.6% | $9,003+189.7% | $11,403+128.8% |