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 | $910,195 | $177,572+412.6% | $154,803+488.0% | $142,382+539.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.55% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $12,500 | $4,810+159.9% | $4,305+190.3% | $4,299+190.8% |
| Participant deferral / active EE | $8,924 | $6,272+42.3% | $5,540+61.1% | $6,507+37.1% |
| Admin fee / account holder | $24,822 | $16,786+47.9% | $14,329+73.2% | $12,624+96.6% |