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 | $672,480 | $210,343+219.7% | $153,432+338.3% | $145,959+360.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.24% | 13.38%+1.9pp | 15.66%-0.4pp | 561.95%-546.7pp |
| Employer contribution / active EE | $8,385 | $6,047+38.7% | $5,038+66.4% | $4,661+79.9% |
| Participant deferral / active EE | $9,356 | $7,977+17.3% | $6,757+38.5% | $6,689+39.9% |
| Admin fee / account holder | $10,255 | $19,424-47.2% | $12,725-19.4% | $13,398-23.5% |