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 | $952,742 | $159,602+496.9% | $150,045+535.0% | $142,382+569.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.21% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $21,288 | $4,961+329.1% | $4,693+353.6% | $4,299+395.2% |
| Participant deferral / active EE | $15,593 | $8,310+87.6% | $7,997+95.0% | $6,507+139.6% |
| Admin fee / account holder | $29,039 | $14,846+95.6% | $13,435+116.1% | $12,624+130.0% |