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 | $533,559 | $177,572+200.5% | $154,803+244.7% | $142,382+274.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.59% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $17,837 | $4,810+270.8% | $4,305+314.3% | $4,299+314.9% |
| Participant deferral / active EE | $11,417 | $6,272+82.0% | $5,540+106.1% | $6,507+75.4% |
| Admin fee / account holder | $5,291 | $16,786-68.5% | $14,329-63.1% | $12,624-58.1% |