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 | $784,055 | $217,402+260.6% | $185,823+321.9% | $167,490+368.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.69% | 148.36%-134.7pp | 122.05%-108.4pp | 478.56%-464.9pp |
| Employer contribution / active EE | $35,393 | $5,873+502.6% | $5,167+584.9% | $4,837+631.6% |
| Participant deferral / active EE | $19,461 | $6,356+206.2% | $5,568+249.5% | $6,341+206.9% |
| Admin fee / account holder | $151,872 | $19,811+666.6% | $16,237+835.3% | $12,309+1133.8% |