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 | $702,629 | $209,832+234.9% | $189,513+270.8% | $167,490+319.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.37% | 748.27%-731.9pp | 555.15%-538.8pp | 478.56%-462.2pp |
| Employer contribution / active EE | $24,129 | $6,914+249.0% | $6,162+291.6% | $4,837+398.8% |
| Participant deferral / active EE | $14,552 | $8,935+62.9% | $8,221+77.0% | $6,341+129.5% |
| Admin fee / account holder | $267,092 | $14,293+1768.6% | $12,045+2117.5% | $12,309+2069.9% |