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 | $796,838 | $217,402+266.5% | $185,823+328.8% | $167,490+375.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.55% | 148.36%-129.8pp | 122.05%-103.5pp | 478.56%-460.0pp |
| Employer contribution / active EE | $8,941 | $5,873+52.2% | $5,167+73.0% | $4,837+84.8% |
| Participant deferral / active EE | $18,429 | $6,356+189.9% | $5,568+231.0% | $6,341+190.6% |
| Admin fee / account holder | $8,265 | $19,811-58.3% | $16,237-49.1% | $12,309-32.9% |