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 | $497,997 | $177,572+180.4% | $154,803+221.7% | $142,382+249.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.98% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $53,408 | $4,810+1010.2% | $4,305+1140.5% | $4,299+1142.3% |
| Participant deferral / active EE | $33,039 | $6,272+426.8% | $5,540+496.3% | $6,507+407.7% |
| Admin fee / account holder | $3,819 | $16,786-77.2% | $14,329-73.3% | $12,624-69.7% |