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 | $600,137 | $177,572+238.0% | $154,803+287.7% | $142,382+321.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.13% | 65.07%-45.9pp | 58.88%-39.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $8,407 | $4,810+74.8% | $4,305+95.3% | $4,299+95.5% |
| Participant deferral / active EE | $17,650 | $6,272+181.4% | $5,540+218.6% | $6,507+171.2% |
| Admin fee / account holder | $117,083 | $16,786+597.5% | $14,329+717.1% | $12,624+827.5% |