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 | $781,415 | $210,408+271.4% | $153,485+409.1% | $145,922+435.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.53% | 13.37%-2.8pp | 15.65%-5.1pp | 561.29%-550.8pp |
| Employer contribution / active EE | $31,622 | $6,048+422.9% | $5,039+527.6% | $4,660+578.6% |
| Participant deferral / active EE | $20,890 | $7,975+161.9% | $6,757+209.1% | $6,688+212.4% |
| Admin fee / account holder | $100,530 | $19,419+417.7% | $12,724+690.1% | $13,397+650.4% |