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 | $393,024 | $214,378+83.3% | $200,582+95.9% | $142,382+176.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.48% | 46.41%-32.9pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $19,783 | $6,841+189.2% | $6,419+208.2% | $4,299+360.2% |
| Participant deferral / active EE | $10,339 | $9,865+4.8% | $9,331+10.8% | $6,507+58.9% |
| Admin fee / account holder | $20,861 | $17,692+17.9% | $16,305+27.9% | $12,624+65.3% |