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 | $560,595 | $159,602+251.2% | $150,045+273.6% | $142,382+293.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.36% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $24,327 | $4,961+390.4% | $4,693+418.4% | $4,299+465.9% |
| Participant deferral / active EE | $12,056 | $8,310+45.1% | $7,997+50.8% | $6,507+85.3% |
| Admin fee / account holder | $23,893 | $14,846+60.9% | $13,435+77.8% | $12,624+89.3% |