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 | $792,459 | $198,466+299.3% | $170,442+364.9% | $147,584+437.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.85% | 257.29%-234.4pp | 205.93%-183.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $24,534 | $6,184+296.8% | $5,433+351.6% | $4,876+403.1% |
| Participant deferral / active EE | $12,548 | $5,629+122.9% | $4,939+154.0% | $5,439+130.7% |
| Admin fee / account holder | $14,100 | $16,852-16.3% | $13,880+1.6% | $10,885+29.5% |