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 | $864,024 | $176,812+388.7% | $146,665+489.1% | $167,490+415.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.59% | 24.03%-11.4pp | 22.74%-10.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $5,629 | $5,160+9.1% | $4,136+36.1% | $4,837+16.4% |
| Participant deferral / active EE | $15,003 | $6,440+133.0% | $5,506+172.5% | $6,341+136.6% |
| Admin fee / account holder | $40,763 | $13,259+207.4% | $10,280+296.5% | $12,309+231.2% |