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 | $487,243 | $217,402+124.1% | $185,823+162.2% | $167,490+190.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.34% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $14,267 | $5,873+142.9% | $5,167+176.1% | $4,837+194.9% |
| Participant deferral / active EE | $13,802 | $6,356+117.1% | $5,568+147.9% | $6,341+117.7% |
| Admin fee / account holder | $27,689 | $19,811+39.8% | $16,237+70.5% | $12,309+124.9% |