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 | $780,405 | $177,572+339.5% | $154,803+404.1% | $142,382+448.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.01% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $20,844 | $4,810+333.3% | $4,305+384.1% | $4,299+384.8% |
| Participant deferral / active EE | $6,938 | $6,272+10.6% | $5,540+25.2% | $6,507+6.6% |
| Admin fee / account holder | $23,831 | $16,786+42.0% | $14,329+66.3% | $12,624+88.8% |