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 | $365,666 | $183,519+99.3% | $155,509+135.1% | $145,922+150.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.06% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.2pp |
| Employer contribution / active EE | $24,653 | $5,313+364.0% | $4,672+427.6% | $4,660+429.1% |
| Participant deferral / active EE | $17,117 | $6,462+164.9% | $5,626+204.2% | $6,688+155.9% |
| Admin fee / account holder | $256,345 | $19,313+1227.3% | $15,912+1511.0% | $13,397+1813.5% |