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 | $692,501 | $183,519+277.3% | $155,509+345.3% | $145,922+374.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.16% | 61.17%-34.0pp | 64.67%-37.5pp | 561.29%-534.1pp |
| Employer contribution / active EE | $10,090 | $5,313+89.9% | $4,672+115.9% | $4,660+116.5% |
| Participant deferral / active EE | $11,025 | $6,462+70.6% | $5,626+96.0% | $6,688+64.9% |
| Admin fee / account holder | $31,353 | $19,313+62.3% | $15,912+97.0% | $13,397+134.0% |