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 | $968,078 | $177,572+445.2% | $154,803+525.4% | $142,382+579.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.49% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $38,219 | $4,810+694.5% | $4,305+787.7% | $4,299+789.0% |
| Participant deferral / active EE | $19,934 | $6,272+217.8% | $5,540+259.8% | $6,507+206.3% |
| Admin fee / account holder | $871,816 | $16,786+5093.8% | $14,329+5984.2% | $12,624+6806.2% |