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 | $928,987 | $177,572+423.2% | $154,803+500.1% | $142,382+552.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.58% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $65,485 | $4,810+1261.3% | $4,305+1421.0% | $4,299+1423.2% |
| Participant deferral / active EE | $39,094 | $6,272+523.3% | $5,540+605.6% | $6,507+500.8% |
| Admin fee / account holder | $2,881 | $16,786-82.8% | $14,329-79.9% | $12,624-77.2% |