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 | $921,323 | $183,519+402.0% | $155,509+492.5% | $145,922+531.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.78% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $18,875 | $5,313+255.3% | $4,672+304.0% | $4,660+305.1% |
| Participant deferral / active EE | $18,248 | $6,462+182.4% | $5,626+224.3% | $6,688+172.9% |
| Admin fee / account holder | $12,896 | $19,313-33.2% | $15,912-19.0% | $13,397-3.7% |