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 | $466,377 | $159,602+192.2% | $150,045+210.8% | $142,382+227.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.39% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $21,632 | $4,961+336.1% | $4,693+360.9% | $4,299+403.2% |
| Participant deferral / active EE | $14,198 | $8,310+70.9% | $7,997+77.5% | $6,507+118.2% |
| Admin fee / account holder | $233,069 | $14,846+1469.9% | $13,435+1634.8% | $12,624+1746.3% |