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 | $831,290 | $159,602+420.9% | $150,045+454.0% | $142,382+483.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.01% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $9,659 | $4,961+94.7% | $4,693+105.8% | $4,299+124.7% |
| Participant deferral / active EE | $20,428 | $8,310+145.8% | $7,997+155.4% | $6,507+213.9% |
| Admin fee / account holder | $9,051 | $14,846-39.0% | $13,435-32.6% | $12,624-28.3% |