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 | $863,286 | $209,411+312.2% | $178,490+383.7% | $158,922+443.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.37% | 188.75%-177.4pp | 151.07%-139.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $24,216 | $5,706+324.4% | $5,011+383.3% | $4,761+408.6% |
| Participant deferral / active EE | $21,837 | $5,954+266.7% | $5,202+319.8% | $5,982+265.0% |
| Admin fee / account holder | $3,040 | $17,074-82.2% | $13,984-78.3% | $11,246-73.0% |