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 | $772,108 | $197,591+290.8% | $177,821+334.2% | $158,922+385.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.24% | 58.76%-39.5pp | 48.32%-29.1pp | 302.83%-283.6pp |
| Employer contribution / active EE | $23,413 | $6,697+249.6% | $5,918+295.6% | $4,761+391.7% |
| Participant deferral / active EE | $16,363 | $8,405+94.7% | $7,714+112.1% | $5,982+173.5% |
| Admin fee / account holder | $12,205 | $15,399-20.7% | $12,427-1.8% | $11,246+8.5% |