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 | $700,079 | $176,056+297.6% | $159,436+339.1% | $167,490+318.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.87% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,593 | $5,297-51.1% | $4,829-46.3% | $4,837-46.4% |
| Participant deferral / active EE | $12,179 | $7,750+57.1% | $7,352+65.7% | $6,341+92.1% |
| Admin fee / account holder | $122,875 | $12,554+878.8% | $10,799+1037.9% | $12,309+898.3% |