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 | $626,564 | $201,272+211.3% | $184,203+240.1% | $145,922+329.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.86% | 29.00%-12.1pp | 28.81%-11.9pp | 561.29%-544.4pp |
| Employer contribution / active EE | $17,539 | $7,022+149.8% | $6,427+172.9% | $4,660+276.4% |
| Participant deferral / active EE | $15,114 | $9,806+54.1% | $9,131+65.5% | $6,688+126.0% |
| Admin fee / account holder | $3,608 | $16,364-78.0% | $13,901-74.0% | $13,397-73.1% |