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 | $625,114 | $201,272+210.6% | $184,203+239.4% | $145,922+328.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.27% | 29.00%-13.7pp | 28.81%-13.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $21,674 | $7,022+208.7% | $6,427+237.2% | $4,660+365.1% |
| Participant deferral / active EE | $13,855 | $9,806+41.3% | $9,131+51.7% | $6,688+107.2% |
| Admin fee / account holder | $90,408 | $16,364+452.5% | $13,901+550.4% | $13,397+574.8% |