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 | $569,014 | $226,064+151.7% | $182,532+211.7% | $152,861+272.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.92% | 192.51%-173.6pp | 148.54%-129.6pp | 345.32%-326.4pp |
| Employer contribution / active EE | $27,099 | $4,978+444.3% | $4,076+564.8% | $4,762+469.0% |
| Participant deferral / active EE | $2,016 | $6,368-68.3% | $5,524-63.5% | $5,850-65.5% |
| Admin fee / account holder | $46,471 | $10,703+334.2% | $8,592+440.9% | $11,596+300.7% |