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 | $490,068 | $201,272+143.5% | $184,203+166.0% | $145,922+235.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.80% | 29.00%-15.2pp | 28.81%-15.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $13,331 | $7,022+89.9% | $6,427+107.4% | $4,660+186.1% |
| Participant deferral / active EE | $26,663 | $9,806+171.9% | $9,131+192.0% | $6,688+298.7% |
| Admin fee / account holder | $310,717 | $16,364+1798.8% | $13,901+2135.2% | $13,397+2219.3% |