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 | $814,994 | $183,519+344.1% | $155,509+424.1% | $145,922+458.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.54% | 61.17%-30.6pp | 64.67%-34.1pp | 561.29%-530.7pp |
| Employer contribution / active EE | $43,459 | $5,313+718.0% | $4,672+830.1% | $4,660+832.7% |
| Participant deferral / active EE | $24,920 | $6,462+285.6% | $5,626+342.9% | $6,688+272.6% |
| Admin fee / account holder | $12,329 | $19,313-36.2% | $15,912-22.5% | $13,397-8.0% |