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 | $805,890 | $198,466+306.1% | $170,442+372.8% | $147,584+446.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.00% | 257.29%-238.3pp | 205.93%-186.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $9,303 | $6,184+50.4% | $5,433+71.2% | $4,876+90.8% |
| Participant deferral / active EE | $7,557 | $5,629+34.2% | $4,939+53.0% | $5,439+38.9% |
| Admin fee / account holder | $22,265 | $16,852+32.1% | $13,880+60.4% | $10,885+104.5% |