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 | $644,756 | $177,572+263.1% | $154,803+316.5% | $142,382+352.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.23% | 65.07%-51.8pp | 58.88%-45.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $13,932 | $4,810+189.6% | $4,305+223.6% | $4,299+224.1% |
| Participant deferral / active EE | $6,434 | $6,272+2.6% | $5,540+16.1% | $6,507-1.1% |
| Admin fee / account holder | $21,847 | $16,786+30.2% | $14,329+52.5% | $12,624+73.1% |