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 | $857,169 | $183,592+366.9% | $155,567+451.0% | $145,959+487.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.55% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $26,492 | $5,315+398.5% | $4,674+466.8% | $4,661+468.4% |
| Participant deferral / active EE | $14,750 | $6,464+128.2% | $5,628+162.1% | $6,689+120.5% |
| Admin fee / account holder | $269,004 | $19,318+1292.5% | $15,916+1590.1% | $13,398+1907.8% |