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 | $588,664 | $183,519+220.8% | $155,509+278.5% | $145,922+303.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.73% | 61.17%-39.4pp | 64.67%-42.9pp | 561.29%-539.6pp |
| Employer contribution / active EE | $25,459 | $5,313+379.2% | $4,672+444.9% | $4,660+446.4% |
| Participant deferral / active EE | $16,875 | $6,462+161.1% | $5,626+199.9% | $6,688+152.3% |
| Admin fee / account holder | $19,665 | $19,313+1.8% | $15,912+23.6% | $13,397+46.8% |