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 | $903,611 | $177,572+408.9% | $154,803+483.7% | $142,382+534.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.74% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $21,000 | $4,810+336.5% | $4,305+387.8% | $4,299+388.5% |
| Participant deferral / active EE | $37,583 | $6,272+499.3% | $5,540+578.3% | $6,507+477.6% |
| Admin fee / account holder | $228,955 | $16,786+1264.0% | $14,329+1497.8% | $12,624+1713.7% |