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 | $814,826 | $198,466+310.6% | $170,442+378.1% | $147,584+452.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.01% | 257.29%-242.3pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $17,810 | $6,184+188.0% | $5,433+227.8% | $4,876+265.2% |
| Participant deferral / active EE | $12,500 | $5,629+122.0% | $4,939+153.1% | $5,439+129.8% |
| Admin fee / account holder | $3,022 | $16,852-82.1% | $13,880-78.2% | $10,885-72.2% |