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 | $975,284 | $198,466+391.4% | $170,442+472.2% | $147,584+560.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.80% | 257.29%-243.5pp | 205.93%-192.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $23,248 | $6,184+276.0% | $5,433+327.9% | $4,876+376.8% |
| Participant deferral / active EE | $16,800 | $5,629+198.4% | $4,939+240.1% | $5,439+208.9% |
| Admin fee / account holder | $2,830 | $16,852-83.2% | $13,880-79.6% | $10,885-74.0% |