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 | $660,599 | $176,056+275.2% | $159,436+314.3% | $167,490+294.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.27% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $5,507 | $5,297+4.0% | $4,829+14.0% | $4,837+13.8% |
| Participant deferral / active EE | $4,896 | $7,750-36.8% | $7,352-33.4% | $6,341-22.8% |
| Admin fee / account holder | $8,687 | $12,554-30.8% | $10,799-19.6% | $12,309-29.4% |