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 | $963,942 | $183,519+425.3% | $155,509+519.9% | $145,922+560.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.97% | 61.17%-39.2pp | 64.67%-42.7pp | 561.29%-539.3pp |
| Employer contribution / active EE | $46,480 | $5,313+774.9% | $4,672+894.8% | $4,660+897.5% |
| Participant deferral / active EE | $26,000 | $6,462+302.3% | $5,626+362.1% | $6,688+288.8% |
| Admin fee / account holder | $305 | $19,313-98.4% | $15,912-98.1% | $13,397-97.7% |