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 | $892,886 | $138,065+546.7% | $123,544+622.7% | $135,375+559.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 119.23% | 153.68%-34.5pp | 119.20%0pp | 519.73%-400.5pp |
| Employer contribution / active EE | $13,705 | $5,151+166.1% | $4,628+196.2% | $4,779+186.8% |
| Participant deferral / active EE | $10,042 | $6,799+47.7% | $6,426+56.3% | $5,609+79.0% |
| Admin fee / account holder | $7,048 | $10,916-35.4% | $9,284-24.1% | $10,827-34.9% |