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 | $970,082 | $177,572+446.3% | $154,803+526.7% | $142,382+581.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 34.20% | 65.07%-30.9pp | 58.88%-24.7pp | 217.08%-182.9pp |
| Employer contribution / active EE | $23,501 | $4,810+388.5% | $4,305+445.9% | $4,299+446.7% |
| Participant deferral / active EE | $18,464 | $6,272+194.4% | $5,540+233.3% | $6,507+183.7% |
| Admin fee / account holder | $31,379 | $16,786+86.9% | $14,329+119.0% | $12,624+148.6% |