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 | $804,028 | $217,402+269.8% | $185,823+332.7% | $167,490+380.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.51% | 148.36%-137.9pp | 122.05%-111.5pp | 478.56%-468.0pp |
| Employer contribution / active EE | $15,823 | $5,873+169.4% | $5,167+206.2% | $4,837+227.1% |
| Participant deferral / active EE | $13,657 | $6,356+114.9% | $5,568+145.3% | $6,341+115.4% |
| Admin fee / account holder | $62,664 | $19,811+216.3% | $16,237+285.9% | $12,309+409.1% |