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 | $988,074 | $154,228+540.7% | $145,433+579.4% | $137,256+619.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.00% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $7,926 | $4,804+65.0% | $4,554+74.0% | $4,156+90.7% |
| Participant deferral / active EE | $19,418 | $8,216+136.3% | $7,897+145.9% | $6,407+203.1% |
| Admin fee / account holder | $486 | $14,344-96.6% | $13,129-96.3% | $12,270-96.0% |