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 | $822,877 | $217,402+278.5% | $185,823+342.8% | $167,490+391.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.23% | 148.36%-129.1pp | 122.05%-102.8pp | 478.56%-459.3pp |
| Employer contribution / active EE | $14,238 | $5,873+142.4% | $5,167+175.5% | $4,837+194.3% |
| Participant deferral / active EE | $17,501 | $6,356+175.3% | $5,568+214.3% | $6,341+176.0% |
| Admin fee / account holder | $6,680 | $19,811-66.3% | $16,237-58.9% | $12,309-45.7% |