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 5-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 | $380,424 | $217,402+75.0% | $185,823+104.7% | $167,490+127.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.71% | 148.36%-133.6pp | 122.05%-107.3pp | 478.56%-463.8pp |
| Employer contribution / active EE | $11,930 | $5,873+103.1% | $5,167+130.9% | $4,837+146.6% |
| Participant deferral / active EE | $6,556 | $6,356+3.1% | $5,568+17.7% | $6,341+3.4% |
| Admin fee / account holder | $55,999 | $19,811+182.7% | $16,237+244.9% | $12,309+354.9% |