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 | $544,485 | $171,164+218.1% | $127,761+326.2% | $152,861+256.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 14.31% | 23.54%-9.2pp | 26.14%-11.8pp | 345.32%-331.0pp |
| Employer contribution / active EE | $43,356 | $5,447+695.9% | $4,574+847.9% | $4,762+810.4% |
| Participant deferral / active EE | $3,900 | $7,038-44.6% | $6,021-35.2% | $5,850-33.3% |
| Admin fee / account holder | $17,473 | $14,530+20.3% | $9,395+86.0% | $11,596+50.7% |