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 | $635,849 | $217,402+192.5% | $185,823+242.2% | $167,490+279.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.24% | 148.36%-120.1pp | 122.05%-93.8pp | 478.56%-450.3pp |
| Employer contribution / active EE | $14,734 | $5,873+150.9% | $5,167+185.1% | $4,837+204.6% |
| Participant deferral / active EE | $13,727 | $6,356+116.0% | $5,568+146.5% | $6,341+116.5% |
| Admin fee / account holder | $661,138 | $19,811+3237.3% | $16,237+3971.7% | $12,309+5271.2% |