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 | $967,207 | $152,587+533.9% | $125,175+672.7% | $152,861+532.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.71% | 54.84%-41.1pp | 43.79%-30.1pp | 345.32%-331.6pp |
| Employer contribution / active EE | $49,667 | $4,946+904.1% | $3,865+1184.9% | $4,762+942.9% |
| Participant deferral / active EE | $8,333 | $5,868+42.0% | $4,937+68.8% | $5,850+42.4% |
| Admin fee / account holder | $14,759 | $13,434+9.9% | $9,702+52.1% | $11,596+27.3% |