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 | $585,223 | $226,064+158.9% | $182,532+220.6% | $152,861+282.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.61% | 192.51%-170.9pp | 148.54%-126.9pp | 345.32%-323.7pp |
| Employer contribution / active EE | $17,733 | $4,978+256.2% | $4,076+335.1% | $4,762+272.4% |
| Participant deferral / active EE | $17,733 | $6,368+178.5% | $5,524+221.0% | $5,850+203.1% |
| Admin fee / account holder | $1,925 | $10,703-82.0% | $8,592-77.6% | $11,596-83.4% |