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 | $684,573 | $158,817+331.0% | $121,196+464.8% | $135,375+405.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 11.78% | -0.64%+12.4pp | 16.93%-5.2pp | 519.73%-508.0pp |
| Employer contribution / active EE | $16,289 | $5,665+187.5% | $4,022+305.0% | $4,779+240.9% |
| Participant deferral / active EE | $10,451 | $4,005+161.0% | $3,344+212.5% | $5,609+86.3% |
| Admin fee / account holder | $15,508 | $6,512+138.1% | $5,019+209.0% | $10,827+43.2% |