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 | $616,639 | $201,272+206.4% | $184,203+234.8% | $145,922+322.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.17% | 29.00%-15.8pp | 28.81%-15.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $40,222 | $7,022+472.8% | $6,427+525.8% | $4,660+763.2% |
| Participant deferral / active EE | $12,512 | $9,806+27.6% | $9,131+37.0% | $6,688+87.1% |
| Admin fee / account holder | $3,393 | $16,364-79.3% | $13,901-75.6% | $13,397-74.7% |