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 | $787,519 | $217,402+262.2% | $185,823+323.8% | $167,490+370.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.20% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $26,137 | $5,873+345.0% | $5,167+405.8% | $4,837+440.3% |
| Participant deferral / active EE | $17,020 | $6,356+167.8% | $5,568+205.7% | $6,341+168.4% |
| Admin fee / account holder | $1,439 | $19,811-92.7% | $16,237-91.1% | $12,309-88.3% |