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 | $559,059 | $183,519+204.6% | $155,509+259.5% | $145,922+283.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 17.65% | 61.17%-43.5pp | 64.67%-47.0pp | 561.29%-543.6pp |
| Employer contribution / active EE | $21,431 | $5,313+303.4% | $4,672+358.7% | $4,660+359.9% |
| Participant deferral / active EE | $18,452 | $6,462+185.5% | $5,626+228.0% | $6,688+175.9% |
| Admin fee / account holder | $598 | $19,313-96.9% | $15,912-96.2% | $13,397-95.5% |