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 | $708,149 | $183,519+285.9% | $155,509+355.4% | $145,922+385.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.07% | 61.17%-41.1pp | 64.67%-44.6pp | 561.29%-541.2pp |
| Employer contribution / active EE | $28,022 | $5,313+427.4% | $4,672+499.7% | $4,660+501.4% |
| Participant deferral / active EE | $24,875 | $6,462+284.9% | $5,626+342.1% | $6,688+272.0% |
| Admin fee / account holder | $132,024 | $19,313+583.6% | $15,912+729.7% | $13,397+885.5% |