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 | $669,654 | $165,335+305.0% | $149,696+347.3% | $158,922+321.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 39.91% | 348.15%-308.2pp | 276.60%-236.7pp | 302.83%-262.9pp |
| Employer contribution / active EE | $19,360 | $5,103+279.4% | $4,644+316.9% | $4,761+306.6% |
| Participant deferral / active EE | $5,200 | $7,181-27.6% | $6,842-24.0% | $5,982-13.1% |
| Admin fee / account holder | $10,626 | $10,807-1.7% | $9,309+14.1% | $11,246-5.5% |