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 | $648,832 | $217,402+198.4% | $185,823+249.2% | $167,490+287.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.33% | 148.36%-122.0pp | 122.05%-95.7pp | 478.56%-452.2pp |
| Employer contribution / active EE | $21,092 | $5,873+259.1% | $5,167+308.2% | $4,837+336.0% |
| Participant deferral / active EE | $17,888 | $6,356+181.4% | $5,568+221.3% | $6,341+182.1% |
| Admin fee / account holder | $7,123 | $19,811-64.0% | $16,237-56.1% | $12,309-42.1% |