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 | $793,466 | $183,519+332.4% | $155,509+410.2% | $145,922+443.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.12% | 61.17%-44.0pp | 64.67%-47.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $20,808 | $5,313+291.7% | $4,672+345.3% | $4,660+346.6% |
| Participant deferral / active EE | $18,470 | $6,462+185.8% | $5,626+228.3% | $6,688+176.2% |
| Admin fee / account holder | $3,936 | $19,313-79.6% | $15,912-75.3% | $13,397-70.6% |