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 | $806,017 | $217,402+270.7% | $185,823+333.8% | $167,490+381.2% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 14.39% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $26,728 | $5,873+355.1% | $5,167+417.3% | $4,837+452.5% |
| Participant deferral / active EE | $11,431 | $6,356+79.8% | $5,568+105.3% | $6,341+80.3% |
| Admin fee / account holder | $33,917 | $19,811+71.2% | $16,237+108.9% | $12,309+175.5% |