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 | $636,147 | $198,466+220.5% | $170,442+273.2% | $147,584+331.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.63% | 257.29%-243.7pp | 205.93%-192.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $23,322 | $6,184+277.2% | $5,433+329.3% | $4,876+378.3% |
| Participant deferral / active EE | $6,750 | $5,629+19.9% | $4,939+36.7% | $5,439+24.1% |
| Admin fee / account holder | $7,312 | $16,852-56.6% | $13,880-47.3% | $10,885-32.8% |