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 | $778,684 | $183,963+323.3% | $162,163+380.2% | $152,861+409.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.28% | 150.76%-130.5pp | 115.59%-95.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $30,157 | $6,371+373.4% | $5,614+437.2% | $4,762+533.2% |
| Participant deferral / active EE | $13,944 | $8,034+73.6% | $7,298+91.1% | $5,850+138.4% |
| Admin fee / account holder | $58,203 | $13,121+343.6% | $10,843+436.8% | $11,596+401.9% |