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 | $602,705 | $159,602+277.6% | $150,045+301.7% | $142,382+323.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.03% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $13,451 | $4,961+171.1% | $4,693+186.6% | $4,299+212.9% |
| Participant deferral / active EE | $18,760 | $8,310+125.7% | $7,997+134.6% | $6,507+188.3% |
| Admin fee / account holder | $101,383 | $14,846+582.9% | $13,435+654.6% | $12,624+703.1% |