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 | $968,831 | $177,572+445.6% | $154,803+525.8% | $142,382+580.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.38% | 65.07%-38.7pp | 58.88%-32.5pp | 217.08%-190.7pp |
| Employer contribution / active EE | $48,105 | $4,810+900.0% | $4,305+1017.3% | $4,299+1018.9% |
| Participant deferral / active EE | $25,986 | $6,272+314.3% | $5,540+369.0% | $6,507+299.3% |
| Admin fee / account holder | $413 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |