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 | $552,931 | $201,272+174.7% | $184,203+200.2% | $145,922+278.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.28% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $37,095 | $7,022+428.3% | $6,427+477.2% | $4,660+696.1% |
| Participant deferral / active EE | $25,500 | $9,806+160.0% | $9,131+179.3% | $6,688+281.3% |
| Admin fee / account holder | $63,570 | $16,364+288.5% | $13,901+357.3% | $13,397+374.5% |