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 | $536,913 | $198,466+170.5% | $170,442+215.0% | $147,584+263.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.07% | 257.29%-242.2pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $22,191 | $6,184+258.9% | $5,433+308.5% | $4,876+355.1% |
| Participant deferral / active EE | $13,253 | $5,629+135.4% | $4,939+168.3% | $5,439+143.7% |
| Admin fee / account holder | $4,270 | $16,852-74.7% | $13,880-69.2% | $10,885-60.8% |