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 | $352,095 | $183,519+91.9% | $155,509+126.4% | $145,922+141.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.87% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $38,247 | $5,313+619.9% | $4,672+718.6% | $4,660+720.8% |
| Participant deferral / active EE | $24,119 | $6,462+273.2% | $5,626+328.7% | $6,688+260.6% |
| Admin fee / account holder | $170,513 | $19,313+782.9% | $15,912+971.6% | $13,397+1172.8% |