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 | $678,023 | $176,056+285.1% | $159,436+325.3% | $167,490+304.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.41% | 331.75%-305.3pp | 263.57%-237.2pp | 478.56%-452.1pp |
| Employer contribution / active EE | $22,429 | $5,297+323.4% | $4,829+364.4% | $4,837+363.6% |
| Participant deferral / active EE | $10,564 | $7,750+36.3% | $7,352+43.7% | $6,341+66.6% |
| Admin fee / account holder | $197,358 | $12,554+1472.1% | $10,799+1727.6% | $12,309+1503.4% |