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 | $641,234 | $157,256+307.8% | $141,162+354.3% | $152,861+319.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.98% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $12,052 | $5,261+129.1% | $4,735+154.5% | $4,762+153.1% |
| Participant deferral / active EE | $9,046 | $7,109+27.2% | $6,709+34.8% | $5,850+54.6% |
| Admin fee / account holder | $17,660 | $12,120+45.7% | $10,261+72.1% | $11,596+52.3% |