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 | $402,047 | $183,519+119.1% | $155,509+158.5% | $145,922+175.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.50% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.8pp |
| Employer contribution / active EE | $18,660 | $5,313+251.2% | $4,672+299.4% | $4,660+300.5% |
| Participant deferral / active EE | $20,055 | $6,462+210.3% | $5,626+256.4% | $6,688+199.9% |
| Admin fee / account holder | $10,232 | $19,313-47.0% | $15,912-35.7% | $13,397-23.6% |