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 | $940,503 | $165,335+468.8% | $149,696+528.3% | $158,922+491.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.77% | 348.15%-325.4pp | 276.60%-253.8pp | 302.83%-280.1pp |
| Employer contribution / active EE | $18,775 | $5,103+267.9% | $4,644+304.3% | $4,761+294.3% |
| Participant deferral / active EE | $18,775 | $7,181+161.4% | $6,842+174.4% | $5,982+213.9% |
| Admin fee / account holder | $6,667 | $10,807-38.3% | $9,309-28.4% | $11,246-40.7% |