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 | $466,560 | $183,519+154.2% | $155,509+200.0% | $145,922+219.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.71% | 61.17%-42.5pp | 64.67%-46.0pp | 561.29%-542.6pp |
| Employer contribution / active EE | $30,197 | $5,313+468.4% | $4,672+546.3% | $4,660+548.1% |
| Participant deferral / active EE | $17,108 | $6,462+164.7% | $5,626+204.1% | $6,688+155.8% |
| Admin fee / account holder | $7,570 | $19,313-60.8% | $15,912-52.4% | $13,397-43.5% |