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 | $690,872 | $183,519+276.5% | $155,509+344.3% | $145,922+373.5% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.5pp | 80.3%+15.4pp |
| Annual return | 13.77% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $47,542 | $5,313+794.9% | $4,672+917.5% | $4,660+920.3% |
| Participant deferral / active EE | $6,470 | $6,462+0.1% | $5,626+15.0% | $6,688-3.3% |
| Admin fee / account holder | $11,361 | $19,313-41.2% | $15,912-28.6% | $13,397-15.2% |