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 | $655,317 | $157,256+316.7% | $141,162+364.2% | $152,861+328.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.52% | 64.32%-46.8pp | 71.39%-53.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $9,856 | $5,261+87.4% | $4,735+108.2% | $4,762+107.0% |
| Participant deferral / active EE | $10,326 | $7,109+45.2% | $6,709+53.9% | $5,850+76.5% |
| Admin fee / account holder | $33,113 | $12,120+173.2% | $10,261+222.7% | $11,596+185.5% |