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 | $738,454 | $201,259+266.9% | $184,200+300.9% | $145,959+405.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.24% | 28.98%-13.7pp | 28.80%-13.6pp | 561.95%-546.7pp |
| Employer contribution / active EE | $39,629 | $7,018+464.7% | $6,424+516.9% | $4,661+750.3% |
| Participant deferral / active EE | $22,629 | $9,806+130.8% | $9,132+147.8% | $6,689+238.3% |
| Admin fee / account holder | $3,687 | $16,372-77.5% | $13,907-73.5% | $13,398-72.5% |