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 | $771,686 | $201,272+283.4% | $184,203+318.9% | $145,922+428.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.39% | 29.00%-9.6pp | 28.81%-9.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $20,935 | $7,022+198.1% | $6,427+225.7% | $4,660+349.3% |
| Participant deferral / active EE | $21,660 | $9,806+120.9% | $9,131+137.2% | $6,688+223.9% |
| Admin fee / account holder | $603,735 | $16,364+3589.5% | $13,901+4243.1% | $13,397+4406.5% |