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 | $701,852 | $159,602+339.7% | $150,045+367.8% | $142,382+392.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.27% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,692 | $4,961-25.6% | $4,693-21.3% | $4,299-14.1% |
| Participant deferral / active EE | $30,112 | $8,310+262.4% | $7,997+276.5% | $6,507+362.7% |
| Admin fee / account holder | $30,602 | $14,846+106.1% | $13,435+127.8% | $12,624+142.4% |