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 | $473,696 | $159,934+196.2% | $147,005+222.2% | $145,959+224.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.18% | 98.24%-80.1pp | 418.76%-400.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $21,755 | $5,287+311.5% | $4,934+340.9% | $4,661+366.8% |
| Participant deferral / active EE | $14,280 | $8,427+69.5% | $8,070+77.0% | $6,689+113.5% |
| Admin fee / account holder | $18,198 | $15,053+20.9% | $13,006+39.9% | $13,398+35.8% |