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 7-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 | $728,596 | $226,064+222.3% | $182,532+299.2% | $152,861+376.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 28.92% | 192.51%-163.6pp | 148.54%-119.6pp | 345.32%-316.4pp |
| Employer contribution / active EE | $9,105 | $4,978+82.9% | $4,076+123.4% | $4,762+91.2% |
| Participant deferral / active EE | $13,822 | $6,368+117.1% | $5,524+150.2% | $5,850+136.3% |
| Admin fee / account holder | $10,938 | $10,703+2.2% | $8,592+27.3% | $11,596-5.7% |