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 | $760,745 | $755,339+0.7% | $379,746+100.3% | $158,922+378.7% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 13.14% | 53.41%-40.3pp | 34.90%-21.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $47,250 | $4,685+908.5% | $3,540+1234.9% | $4,761+892.4% |
| Participant deferral / active EE | $13,000 | $7,938+63.8% | $6,024+115.8% | $5,982+117.3% |
| Admin fee / account holder | $4,914 | $14,482-66.1% | $7,927-38.0% | $11,246-56.3% |