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 | $795,298 | $157,256+405.7% | $141,162+463.4% | $152,861+420.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.52% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $15,486 | $5,261+194.4% | $4,735+227.1% | $4,762+225.2% |
| Participant deferral / active EE | $7,939 | $7,109+11.7% | $6,709+18.3% | $5,850+35.7% |
| Admin fee / account holder | $38,904 | $12,120+221.0% | $10,261+279.1% | $11,596+235.5% |