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 | $934,341 | $179,726+419.9% | $156,263+497.9% | $142,382+556.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.79% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $6,621 | $5,069+30.6% | $4,333+52.8% | $4,299+54.0% |
| Participant deferral / active EE | $21,401 | $6,956+207.7% | $6,158+247.5% | $6,507+228.9% |
| Admin fee / account holder | $42,112 | $17,272+143.8% | $14,255+195.4% | $12,624+233.6% |