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 | $506,737 | $102,966+392.1% | $90,281+461.3% | $152,861+231.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.79% | 95.16%-72.4pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $18,922 | $3,139+502.9% | $2,854+562.9% | $4,762+297.3% |
| Participant deferral / active EE | $15,909 | $4,281+271.6% | $3,885+309.5% | $5,850+171.9% |
| Admin fee / account holder | $131,397 | $6,171+2029.4% | $5,351+2355.5% | $11,596+1033.1% |