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 | $669,916 | $159,602+319.7% | $150,045+346.5% | $142,382+370.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.03% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $12,863 | $4,961+159.3% | $4,693+174.1% | $4,299+199.2% |
| Participant deferral / active EE | $7,285 | $8,310-12.3% | $7,997-8.9% | $6,507+12.0% |
| Admin fee / account holder | $30,550 | $14,846+105.8% | $13,435+127.4% | $12,624+142.0% |