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 | $841,187 | $177,572+373.7% | $154,803+443.4% | $142,382+490.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.70% | 65.07%-40.4pp | 58.88%-34.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $10,284 | $4,810+113.8% | $4,305+138.9% | $4,299+139.2% |
| Participant deferral / active EE | $10,177 | $6,272+62.3% | $5,540+83.7% | $6,507+56.4% |
| Admin fee / account holder | $35,223 | $16,786+109.8% | $14,329+145.8% | $12,624+179.0% |