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 | $539,258 | $172,111+213.3% | $150,298+258.8% | $137,256+292.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.31% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $17,051 | $4,636+267.8% | $4,154+310.5% | $4,156+310.3% |
| Participant deferral / active EE | $10,941 | $6,166+77.5% | $5,453+100.7% | $6,407+70.8% |
| Admin fee / account holder | $5,475 | $16,471-66.8% | $14,116-61.2% | $12,270-55.4% |