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 | $745,629 | $165,984+349.2% | $164,813+352.4% | $145,922+411.0% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 17.39% | 100.03%-82.6pp | 69.93%-52.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $11,605 | $5,273+120.1% | $4,341+167.3% | $4,660+149.0% |
| Participant deferral / active EE | $9,132 | $6,959+31.2% | $6,031+51.4% | $6,688+36.6% |
| Admin fee / account holder | $19,168 | $16,648+15.1% | $12,690+51.1% | $13,397+43.1% |