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 | $586,199 | $175,202+234.6% | $149,673+291.7% | $139,434+320.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.19% | 166.71%-154.5pp | 134.42%-122.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $15,686 | $5,474+186.5% | $4,818+225.6% | $4,751+230.2% |
| Participant deferral / active EE | $13,929 | $6,519+113.7% | $5,680+145.2% | $6,710+107.6% |
| Admin fee / account holder | $1,866 | $16,150-88.4% | $13,210-85.9% | $11,403-83.6% |