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 | $577,438 | $159,602+261.8% | $150,045+284.8% | $142,382+305.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.99% | 70.24%-52.2pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $12,897 | $4,961+160.0% | $4,693+174.8% | $4,299+200.0% |
| Participant deferral / active EE | $17,842 | $8,310+114.7% | $7,997+123.1% | $6,507+174.2% |
| Admin fee / account holder | $3,250 | $14,846-78.1% | $13,435-75.8% | $12,624-74.3% |