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 | $933,088 | $179,726+419.2% | $156,263+497.1% | $142,382+555.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.84% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $34,055 | $5,069+571.8% | $4,333+685.9% | $4,299+692.1% |
| Participant deferral / active EE | $27,250 | $6,956+291.7% | $6,158+342.5% | $6,507+318.8% |
| Admin fee / account holder | $21,884 | $17,272+26.7% | $14,255+53.5% | $12,624+73.4% |