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 | $635,141 | $217,402+192.2% | $185,823+241.8% | $167,490+279.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 29.58% | 148.36%-118.8pp | 122.05%-92.5pp | 478.56%-449.0pp |
| Employer contribution / active EE | $19,850 | $5,873+238.0% | $5,167+284.1% | $4,837+310.3% |
| Participant deferral / active EE | $10,485 | $6,356+65.0% | $5,568+88.3% | $6,341+65.4% |
| Admin fee / account holder | $3,350 | $19,811-83.1% | $16,237-79.4% | $12,309-72.8% |