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 | $750,008 | $183,519+308.7% | $155,509+382.3% | $145,922+414.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 15.69% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $25,792 | $5,313+385.5% | $4,672+452.0% | $4,660+453.5% |
| Participant deferral / active EE | $22,542 | $6,462+248.8% | $5,626+300.7% | $6,688+237.1% |
| Admin fee / account holder | $3,118 | $19,313-83.9% | $15,912-80.4% | $13,397-76.7% |