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 | $798,521 | $176,056+353.6% | $159,436+400.8% | $167,490+376.8% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 16.88% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $9,984 | $5,297+88.5% | $4,829+106.7% | $4,837+106.4% |
| Participant deferral / active EE | $10,170 | $7,750+31.2% | $7,352+38.3% | $6,341+60.4% |
| Admin fee / account holder | $83,258 | $12,554+563.2% | $10,799+671.0% | $12,309+576.4% |