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 | $576,426 | $157,256+266.6% | $141,162+308.3% | $152,861+277.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.24% | 64.32%-42.1pp | 71.39%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $15,830 | $5,261+200.9% | $4,735+234.3% | $4,762+232.4% |
| Participant deferral / active EE | $11,100 | $7,109+56.1% | $6,709+65.5% | $5,850+89.7% |
| Admin fee / account holder | $15,575 | $12,120+28.5% | $10,261+51.8% | $11,596+34.3% |