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 | $575,933 | $179,726+220.5% | $156,263+268.6% | $142,382+304.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.20% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $28,211 | $5,069+456.5% | $4,333+551.1% | $4,299+556.2% |
| Participant deferral / active EE | $15,800 | $6,956+127.1% | $6,158+156.6% | $6,507+142.8% |
| Admin fee / account holder | $10,242 | $17,272-40.7% | $14,255-28.1% | $12,624-18.9% |