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 | $582,818 | $180,749+222.4% | $160,784+262.5% | $137,256+324.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.70% | 2234.46%-2219.8pp | 1803.92%-1789.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $19,000 | $4,155+357.3% | $3,733+409.0% | $4,156+357.2% |
| Participant deferral / active EE | $30,500 | $6,844+345.6% | $6,293+384.7% | $6,407+376.1% |
| Admin fee / account holder | $20,071 | $10,397+93.0% | $9,717+106.6% | $12,270+63.6% |