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 | $712,327 | $176,812+302.9% | $146,665+385.7% | $167,490+325.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.96% | 24.03%-4.1pp | 22.74%-2.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $28,299 | $5,160+448.4% | $4,136+584.2% | $4,837+485.0% |
| Participant deferral / active EE | $18,545 | $6,440+188.0% | $5,506+236.8% | $6,341+192.5% |
| Admin fee / account holder | $203,704 | $13,259+1436.3% | $10,280+1881.6% | $12,309+1554.9% |