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 | $778,256 | $114,381+580.4% | $107,525+623.8% | $142,382+446.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.78% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $17,498 | $4,015+335.8% | $3,754+366.2% | $4,299+307.0% |
| Participant deferral / active EE | $18,000 | $5,564+223.5% | $5,116+251.9% | $6,507+176.6% |
| Admin fee / account holder | $10,970 | $9,860+11.3% | $8,919+23.0% | $12,624-13.1% |