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 | $906,668 | $198,466+356.8% | $170,442+432.0% | $147,584+514.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.49% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $11,115 | $6,184+79.8% | $5,433+104.6% | $4,876+127.9% |
| Participant deferral / active EE | $7,500 | $5,629+33.2% | $4,939+51.8% | $5,439+37.9% |
| Admin fee / account holder | $34,026 | $16,852+101.9% | $13,880+145.1% | $10,885+212.6% |