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 | $633,946 | $177,572+257.0% | $154,803+309.5% | $142,382+345.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.95% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $46,066 | $4,810+857.6% | $4,305+970.0% | $4,299+971.5% |
| Participant deferral / active EE | $26,357 | $6,272+320.3% | $5,540+375.7% | $6,507+305.0% |
| Admin fee / account holder | $27,385 | $16,786+63.1% | $14,329+91.1% | $12,624+116.9% |