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 | $489,732 | $85,022+476.0% | $70,515+594.5% | $139,434+251.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20.19% | 30.38%-10.2pp | 32.77%-12.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $25,221 | $3,909+545.2% | $2,973+748.2% | $4,751+430.9% |
| Participant deferral / active EE | $15,155 | $5,890+157.3% | $4,567+231.9% | $6,710+125.9% |
| Admin fee / account holder | $3,140 | $8,906-64.7% | $6,412-51.0% | $11,403-72.5% |