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 | $844,107 | $201,272+319.4% | $184,203+358.2% | $145,922+478.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.12% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $25,923 | $7,022+269.2% | $6,427+303.3% | $4,660+456.3% |
| Participant deferral / active EE | $14,123 | $9,806+44.0% | $9,131+54.7% | $6,688+111.2% |
| Admin fee / account holder | $1,752 | $16,364-89.3% | $13,901-87.4% | $13,397-86.9% |