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 | $696,025 | $209,411+232.4% | $178,490+290.0% | $158,922+338.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.85% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $30,977 | $5,706+442.8% | $5,011+518.2% | $4,761+550.6% |
| Participant deferral / active EE | $19,691 | $5,954+230.7% | $5,202+278.6% | $5,982+229.2% |
| Admin fee / account holder | $3,899 | $17,074-77.2% | $13,984-72.1% | $11,246-65.3% |