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 | $575,991 | $217,402+164.9% | $185,823+210.0% | $167,490+243.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.11% | 148.36%-120.2pp | 122.05%-93.9pp | 478.56%-450.4pp |
| Employer contribution / active EE | $7,985 | $5,873+36.0% | $5,167+54.5% | $4,837+65.1% |
| Participant deferral / active EE | $10,070 | $6,356+58.4% | $5,568+80.9% | $6,341+58.8% |
| Admin fee / account holder | $1,097 | $19,811-94.5% | $16,237-93.2% | $12,309-91.1% |