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 | $518,113 | $159,934+224.0% | $147,005+252.4% | $145,959+255.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.82% | 98.24%-78.4pp | 418.76%-398.9pp | 561.95%-542.1pp |
| Employer contribution / active EE | $1,375 | $5,287-74.0% | $4,934-72.1% | $4,661-70.5% |
| Participant deferral / active EE | $10,167 | $8,427+20.6% | $8,070+26.0% | $6,689+52.0% |
| Admin fee / account holder | $2,497 | $15,053-83.4% | $13,006-80.8% | $13,398-81.4% |