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 | $624,679 | $201,272+210.4% | $184,203+239.1% | $145,922+328.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.38% | 29.00%-15.6pp | 28.81%-15.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $10,015 | $7,022+42.6% | $6,427+55.8% | $4,660+114.9% |
| Participant deferral / active EE | $24,204 | $9,806+146.8% | $9,131+165.1% | $6,688+261.9% |
| Admin fee / account holder | $171,481 | $16,364+947.9% | $13,901+1133.6% | $13,397+1180.0% |