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 | $757,692 | $176,056+330.4% | $159,436+375.2% | $167,490+352.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.92% | 331.75%-310.8pp | 263.57%-242.6pp | 478.56%-457.6pp |
| Employer contribution / active EE | $15,768 | $5,297+197.7% | $4,829+226.5% | $4,837+226.0% |
| Participant deferral / active EE | $12,468 | $7,750+60.9% | $7,352+69.6% | $6,341+96.6% |
| Admin fee / account holder | $5,929 | $12,554-52.8% | $10,799-45.1% | $12,309-51.8% |