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 | $602,046 | $138,065+336.1% | $123,544+387.3% | $135,375+344.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.86% | 153.68%-143.8pp | 119.20%-109.3pp | 519.73%-509.9pp |
| Employer contribution / active EE | $31,328 | $5,151+508.1% | $4,628+576.9% | $4,779+555.6% |
| Participant deferral / active EE | $20,938 | $6,799+207.9% | $6,426+225.8% | $5,609+273.3% |
| Admin fee / account holder | $127,736 | $10,916+1070.2% | $9,284+1275.9% | $10,827+1079.8% |