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 | $614,120 | $144,119+326.1% | $117,854+421.1% | $147,584+316.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.40% | 531.15%-511.7pp | 335.08%-315.7pp | 578.55%-559.2pp |
| Employer contribution / active EE | $12,138 | $4,896+147.9% | $3,786+220.6% | $4,876+148.9% |
| Participant deferral / active EE | $12,138 | $5,316+128.3% | $4,482+170.8% | $5,439+123.2% |
| Admin fee / account holder | $1,790 | $10,886-83.6% | $8,020-77.7% | $10,885-83.6% |