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 | $932,482 | $217,402+328.9% | $185,823+401.8% | $167,490+456.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.01% | 148.36%-135.4pp | 122.05%-109.0pp | 478.56%-465.6pp |
| Employer contribution / active EE | $30,060 | $5,873+411.8% | $5,167+481.7% | $4,837+521.4% |
| Participant deferral / active EE | $15,387 | $6,356+142.1% | $5,568+176.4% | $6,341+142.7% |
| Admin fee / account holder | $4,435 | $19,811-77.6% | $16,237-72.7% | $12,309-64.0% |