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 | $430,220 | $201,272+113.8% | $184,203+133.6% | $145,922+194.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.30% | 29.00%-9.7pp | 28.81%-9.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $25,094 | $7,022+257.4% | $6,427+290.4% | $4,660+438.6% |
| Participant deferral / active EE | $13,581 | $9,806+38.5% | $9,131+48.7% | $6,688+103.1% |
| Admin fee / account holder | $11,802 | $16,364-27.9% | $13,901-15.1% | $13,397-11.9% |