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 | $595,212 | $217,402+173.8% | $185,823+220.3% | $167,490+255.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 43.23% | 148.36%-105.1pp | 122.05%-78.8pp | 478.56%-435.3pp |
| Employer contribution / active EE | $18,318 | $5,873+211.9% | $5,167+254.5% | $4,837+278.7% |
| Participant deferral / active EE | $15,648 | $6,356+146.2% | $5,568+181.0% | $6,341+146.8% |
| Admin fee / account holder | $2,754 | $19,811-86.1% | $16,237-83.0% | $12,309-77.6% |