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 | $633,043 | $115,882+446.3% | $100,516+529.8% | $158,922+298.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.98% | 34.79%-10.8pp | 30.89%-6.9pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,835 | $4,103-30.9% | $3,418-17.0% | $4,761-40.4% |
| Participant deferral / active EE | $16,005 | $6,674+139.8% | $6,270+155.3% | $5,982+167.5% |
| Admin fee / account holder | $796 | $10,995-92.8% | $8,081-90.1% | $11,246-92.9% |