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 | $432,833 | $183,519+135.9% | $155,509+178.3% | $145,922+196.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.18% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.1pp |
| Employer contribution / active EE | $14,505 | $5,313+173.0% | $4,672+210.4% | $4,660+211.3% |
| Participant deferral / active EE | $14,656 | $6,462+126.8% | $5,626+160.5% | $6,688+119.1% |
| Admin fee / account holder | $3,375 | $19,313-82.5% | $15,912-78.8% | $13,397-74.8% |