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 | $502,357 | $148,534+238.2% | $135,903+269.6% | $139,434+260.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.69% | 79.19%-63.5pp | 68.23%-52.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $26,904 | $5,243+413.1% | $4,856+454.0% | $4,751+466.3% |
| Participant deferral / active EE | $12,723 | $8,100+57.1% | $7,758+64.0% | $6,710+89.6% |
| Admin fee / account holder | $6,375 | $12,400-48.6% | $10,762-40.8% | $11,403-44.1% |