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 | $504,295 | $150,440+235.2% | $136,294+270.0% | $147,584+241.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.15% | 1049.08%-1034.9pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,760 | $5,256-66.5% | $4,695-62.5% | $4,876-63.9% |
| Participant deferral / active EE | $7,644 | $6,630+15.3% | $6,247+22.4% | $5,439+40.5% |
| Admin fee / account holder | $172,800 | $10,905+1484.6% | $9,243+1769.5% | $10,885+1487.5% |