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 | $736,156 | $107,934+582.0% | $91,989+700.3% | $152,861+381.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.78% | 89.24%-63.5pp | 69.02%-43.2pp | 345.32%-319.5pp |
| Employer contribution / active EE | $22,183 | $4,210+426.9% | $3,452+542.6% | $4,762+365.8% |
| Participant deferral / active EE | $18,661 | $6,364+193.2% | $5,923+215.1% | $5,850+219.0% |
| Admin fee / account holder | $11,239 | $10,520+6.8% | $7,743+45.2% | $11,596-3.1% |