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 | $734,760 | $111,754+557.5% | $103,333+611.1% | $145,922+403.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.66% | 24.77%-14.1pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $38,805 | $4,212+821.2% | $3,868+903.3% | $4,660+732.8% |
| Participant deferral / active EE | $30,500 | $5,619+442.8% | $5,057+503.1% | $6,688+356.1% |
| Admin fee / account holder | $170,067 | $9,750+1644.2% | $8,355+1935.6% | $13,397+1169.4% |