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 | $515,447 | $183,592+180.8% | $155,567+231.3% | $145,959+253.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.20% | 61.24%-41.0pp | 64.74%-44.5pp | 561.95%-541.7pp |
| Employer contribution / active EE | $28,164 | $5,315+429.9% | $4,674+502.6% | $4,661+504.3% |
| Participant deferral / active EE | $17,275 | $6,464+167.2% | $5,628+207.0% | $6,689+158.3% |
| Admin fee / account holder | $2,180 | $19,318-88.7% | $15,916-86.3% | $13,398-83.7% |