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 | $166,020+349.1% | $164,866+352.3% | $145,959+410.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 17.39% | 100.08%-82.7pp | 69.97%-52.6pp | 561.95%-544.6pp |
| Employer contribution / active EE | $11,605 | $5,275+120.0% | $4,343+167.2% | $4,661+149.0% |
| Participant deferral / active EE | $9,132 | $6,961+31.2% | $6,033+51.4% | $6,689+36.5% |
| Admin fee / account holder | $19,168 | $16,644+15.2% | $12,689+51.1% | $13,398+43.1% |