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 | $997,750 | $209,411+376.5% | $178,490+459.0% | $158,922+527.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.15% | 188.75%-181.6pp | 151.07%-143.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $1,988 | $5,706-65.2% | $5,011-60.3% | $4,761-58.2% |
| Participant deferral / active EE | $13,984 | $5,954+134.9% | $5,202+168.8% | $5,982+133.8% |
| Admin fee / account holder | $20,013 | $17,074+17.2% | $13,984+43.1% | $11,246+78.0% |