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 | $666,877 | $177,572+275.6% | $154,803+330.8% | $142,382+368.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.46% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $21,045 | $4,810+337.5% | $4,305+388.8% | $4,299+389.5% |
| Participant deferral / active EE | $12,533 | $6,272+99.8% | $5,540+126.2% | $6,507+92.6% |
| Admin fee / account holder | $3,425 | $16,786-79.6% | $14,329-76.1% | $12,624-72.9% |