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 | $792,805 | $124,281+537.9% | $109,143+626.4% | $167,490+373.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.43% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $27,311 | $4,207+549.1% | $3,722+633.8% | $4,837+464.6% |
| Participant deferral / active EE | $11,140 | $5,255+112.0% | $4,653+139.4% | $6,341+75.7% |
| Admin fee / account holder | $6,338 | $7,970-20.5% | $6,752-6.1% | $12,309-48.5% |