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 | $548,001 | $157,256+248.5% | $141,162+288.2% | $152,861+258.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.00% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $16,000 | $5,261+204.1% | $4,735+237.9% | $4,762+236.0% |
| Participant deferral / active EE | $13,413 | $7,109+88.7% | $6,709+99.9% | $5,850+129.3% |
| Admin fee / account holder | $3,137 | $12,120-74.1% | $10,261-69.4% | $11,596-73.0% |