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 | $565,567 | $183,963+207.4% | $162,163+248.8% | $152,861+270.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.85% | 150.76%-128.9pp | 115.59%-93.7pp | 345.32%-323.5pp |
| Employer contribution / active EE | $43,125 | $6,371+576.9% | $5,614+668.2% | $4,762+805.6% |
| Participant deferral / active EE | $3,117 | $8,034-61.2% | $7,298-57.3% | $5,850-46.7% |
| Admin fee / account holder | $3,663 | $13,121-72.1% | $10,843-66.2% | $11,596-68.4% |