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 | $590,091 | $202,432+191.5% | $169,368+248.4% | $139,434+323.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.00% | 531.74%-518.7pp | 405.60%-392.6pp | 372.94%-359.9pp |
| Employer contribution / active EE | $28,071 | $4,692+498.2% | $4,013+599.6% | $4,751+490.9% |
| Participant deferral / active EE | $4,281 | $6,938-38.3% | $6,221-31.2% | $6,710-36.2% |
| Admin fee / account holder | $1,579 | $10,708-85.3% | $9,003-82.5% | $11,403-86.2% |