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 | $892,684 | $159,602+459.3% | $150,045+494.9% | $142,382+527.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.86% | 70.24%-40.4pp | 62.55%-32.7pp | 217.08%-187.2pp |
| Employer contribution / active EE | $6,529 | $4,961+31.6% | $4,693+39.1% | $4,299+51.9% |
| Participant deferral / active EE | $25,200 | $8,310+203.2% | $7,997+215.1% | $6,507+287.3% |
| Admin fee / account holder | $250,579 | $14,846+1587.8% | $13,435+1765.2% | $12,624+1885.0% |