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 | $462,806 | $183,519+152.2% | $155,509+197.6% | $145,922+217.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.04% | 61.17%-42.1pp | 64.67%-45.6pp | 561.29%-542.2pp |
| Employer contribution / active EE | $16,615 | $5,313+212.7% | $4,672+255.6% | $4,660+256.6% |
| Participant deferral / active EE | $18,071 | $6,462+179.6% | $5,626+221.2% | $6,688+170.2% |
| Admin fee / account holder | $2,844 | $19,313-85.3% | $15,912-82.1% | $13,397-78.8% |