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 | $688,428 | $183,519+275.1% | $155,509+342.7% | $145,922+371.8% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 18.98% | 61.17%-42.2pp | 64.67%-45.7pp | 561.29%-542.3pp |
| Employer contribution / active EE | $14,001 | $5,313+163.5% | $4,672+199.6% | $4,660+200.5% |
| Participant deferral / active EE | $9,858 | $6,462+52.5% | $5,626+75.2% | $6,688+47.4% |
| Admin fee / account holder | $64,301 | $19,313+232.9% | $15,912+304.1% | $13,397+380.0% |