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 | $911,506 | $198,466+359.3% | $170,442+434.8% | $147,584+517.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.01% | 257.29%-236.3pp | 205.93%-184.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $9,811 | $6,184+58.7% | $5,433+80.6% | $4,876+101.2% |
| Participant deferral / active EE | $4,275 | $5,629-24.1% | $4,939-13.5% | $5,439-21.4% |
| Admin fee / account holder | $30,733 | $16,852+82.4% | $13,880+121.4% | $10,885+182.3% |