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 | $700,337 | $183,519+281.6% | $155,509+350.4% | $145,922+379.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,464 | $5,313-34.8% | $4,672-25.9% | $4,660-25.7% |
| Participant deferral / active EE | $15,910 | $6,462+146.2% | $5,626+182.8% | $6,688+137.9% |
| Admin fee / account holder | $96,194 | $19,313+398.1% | $15,912+504.5% | $13,397+618.0% |