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 | $987,557 | $148,534+564.9% | $135,903+626.7% | $139,434+608.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.02% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $19,871 | $5,243+279.0% | $4,856+309.2% | $4,751+318.3% |
| Participant deferral / active EE | $14,283 | $8,100+76.3% | $7,758+84.1% | $6,710+112.9% |
| Admin fee / account holder | $12,025 | $12,400-3.0% | $10,762+11.7% | $11,403+5.5% |