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 | $890,677 | $159,602+458.1% | $150,045+493.6% | $142,382+525.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.97% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $14,306 | $4,961+188.4% | $4,693+204.8% | $4,299+232.8% |
| Participant deferral / active EE | $20,400 | $8,310+145.5% | $7,997+155.1% | $6,507+213.5% |
| Admin fee / account holder | $7,416 | $14,846-50.0% | $13,435-44.8% | $12,624-41.3% |