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 | $577,586 | $165,984+248.0% | $164,813+250.5% | $145,922+295.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.00% | 100.03%-82.0pp | 69.93%-51.9pp | 561.29%-543.3pp |
| Employer contribution / active EE | $18,333 | $5,273+247.7% | $4,341+322.3% | $4,660+293.5% |
| Participant deferral / active EE | $5,937 | $6,959-14.7% | $6,031-1.6% | $6,688-11.2% |
| Admin fee / account holder | $12,733 | $16,648-23.5% | $12,690+0.3% | $13,397-5.0% |