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 | $871,985 | $201,272+333.2% | $184,203+373.4% | $145,922+497.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.38% | 29.00%-16.6pp | 28.81%-16.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $24,073 | $7,022+242.8% | $6,427+274.6% | $4,660+416.6% |
| Participant deferral / active EE | $4,157 | $9,806-57.6% | $9,131-54.5% | $6,688-37.8% |
| Admin fee / account holder | $14,505 | $16,364-11.4% | $13,901+4.3% | $13,397+8.3% |