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 | $598,986 | $159,934+274.5% | $147,005+307.5% | $145,959+310.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.22% | 98.24%-86.0pp | 418.76%-406.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $24,175 | $5,287+357.2% | $4,934+389.9% | $4,661+418.7% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $5,531 | $15,053-63.3% | $13,006-57.5% | $13,398-58.7% |