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 | $533,619 | $209,411+154.8% | $178,490+199.0% | $158,922+235.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.19% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.6pp |
| Employer contribution / active EE | $36,154 | $5,706+533.6% | $5,011+621.5% | $4,761+659.4% |
| Participant deferral / active EE | $20,642 | $5,954+246.7% | $5,202+296.8% | $5,982+245.1% |
| Admin fee / account holder | $35,891 | $17,074+110.2% | $13,984+156.7% | $11,246+219.1% |