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 | $365,334 | $201,272+81.5% | $184,203+98.3% | $145,922+150.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.85% | 29.00%-15.2pp | 28.81%-15.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $67,597 | $7,022+862.7% | $6,427+951.8% | $4,660+1350.7% |
| Participant deferral / active EE | $35,579 | $9,806+262.8% | $9,131+289.6% | $6,688+432.0% |
| Admin fee / account holder | $65,768 | $16,364+301.9% | $13,901+373.1% | $13,397+390.9% |