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 | $787,437 | $117,841+568.2% | $102,423+668.8% | $145,922+439.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 41.07% | 31.65%+9.4pp | 29.32%+11.7pp | 561.29%-520.2pp |
| Employer contribution / active EE | $25,272 | $3,615+599.1% | $3,023+735.9% | $4,660+442.4% |
| Participant deferral / active EE | $19,690 | $5,731+243.6% | $5,053+289.7% | $6,688+194.4% |
| Admin fee / account holder | $45,562 | $13,326+241.9% | $9,451+382.1% | $13,397+240.1% |