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 | $426,376 | $201,272+111.8% | $184,203+131.5% | $145,922+192.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.45% | 29.00%-11.6pp | 28.81%-11.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $18,074 | $7,022+157.4% | $6,427+181.2% | $4,660+287.9% |
| Participant deferral / active EE | $21,575 | $9,806+120.0% | $9,131+136.3% | $6,688+222.6% |
| Admin fee / account holder | $52,008 | $16,364+217.8% | $13,901+274.1% | $13,397+288.2% |