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 | $652,704 | $177,572+267.6% | $154,803+321.6% | $142,382+358.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.01% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $89,742 | $4,810+1765.6% | $4,305+1984.4% | $4,299+1987.4% |
| Participant deferral / active EE | $13,701 | $6,272+118.5% | $5,540+147.3% | $6,507+110.6% |
| Admin fee / account holder | $92,922 | $16,786+453.6% | $14,329+548.5% | $12,624+636.1% |