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 | $595,536 | $148,534+300.9% | $135,903+338.2% | $139,434+327.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 38.79% | 79.19%-40.4pp | 68.23%-29.4pp | 372.94%-334.1pp |
| Employer contribution / active EE | $31,630 | $5,243+503.3% | $4,856+551.3% | $4,751+565.8% |
| Participant deferral / active EE | $17,826 | $8,100+120.1% | $7,758+129.8% | $6,710+165.7% |
| Admin fee / account holder | $44,680 | $12,400+260.3% | $10,762+315.2% | $11,403+291.8% |