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 | $609,852 | $159,602+282.1% | $150,045+306.4% | $142,382+328.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.84% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $17,296 | $4,961+248.7% | $4,693+268.5% | $4,299+302.3% |
| Participant deferral / active EE | $12,869 | $8,310+54.9% | $7,997+60.9% | $6,507+97.8% |
| Admin fee / account holder | $14,125 | $14,846-4.9% | $13,435+5.1% | $12,624+11.9% |