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 | $606,649 | $176,812+243.1% | $146,665+313.6% | $167,490+262.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.76% | 24.03%-3.3pp | 22.74%-2.0pp | 478.56%-457.8pp |
| Employer contribution / active EE | $12,417 | $5,160+140.6% | $4,136+200.2% | $4,837+156.7% |
| Participant deferral / active EE | $17,875 | $6,440+177.6% | $5,506+224.7% | $6,341+181.9% |
| Admin fee / account holder | $406 | $13,259-96.9% | $10,280-96.0% | $12,309-96.7% |