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 | $640,438 | $210,648+204.0% | $177,989+259.8% | $145,922+338.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.20% | 385.86%-374.7pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $17,367 | $4,565+280.5% | $3,949+339.8% | $4,660+272.7% |
| Participant deferral / active EE | $4,249 | $6,958-38.9% | $6,276-32.3% | $6,688-36.5% |
| Admin fee / account holder | $37,940 | $12,013+215.8% | $10,363+266.1% | $13,397+183.2% |