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 | $508,023 | $159,602+218.3% | $150,045+238.6% | $142,382+256.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.71% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $16,433 | $4,961+231.3% | $4,693+250.2% | $4,299+282.2% |
| Participant deferral / active EE | $20,260 | $8,310+143.8% | $7,997+153.3% | $6,507+211.4% |
| Admin fee / account holder | $1,515 | $14,846-89.8% | $13,435-88.7% | $12,624-88.0% |