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 | $603,885 | $159,901+277.7% | $146,958+310.9% | $145,922+313.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.30% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $6,498 | $5,286+22.9% | $4,933+31.7% | $4,660+39.5% |
| Participant deferral / active EE | $13,657 | $8,428+62.0% | $8,070+69.2% | $6,688+104.2% |
| Admin fee / account holder | $53,763 | $15,044+257.4% | $12,998+313.6% | $13,397+301.3% |