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 | $484,517 | $183,519+164.0% | $155,509+211.6% | $145,922+232.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.55% | 61.17%-43.6pp | 64.67%-47.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $32,736 | $5,313+516.2% | $4,672+600.6% | $4,660+602.5% |
| Participant deferral / active EE | $20,510 | $6,462+217.4% | $5,626+264.5% | $6,688+206.7% |
| Admin fee / account holder | $36,837 | $19,313+90.7% | $15,912+131.5% | $13,397+175.0% |