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 | $595,116 | $144,119+312.9% | $117,854+405.0% | $147,584+303.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.36% | 531.15%-514.8pp | 335.08%-318.7pp | 578.55%-562.2pp |
| Employer contribution / active EE | $16,281 | $4,896+232.5% | $3,786+330.0% | $4,876+233.9% |
| Participant deferral / active EE | $10,212 | $5,316+92.1% | $4,482+127.9% | $5,439+87.8% |
| Admin fee / account holder | $9,389 | $10,886-13.8% | $8,020+17.1% | $10,885-13.8% |