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 | $893,416 | $159,901+458.7% | $146,958+507.9% | $145,922+512.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.55% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $18,563 | $5,286+251.2% | $4,933+276.3% | $4,660+298.4% |
| Participant deferral / active EE | $26,728 | $8,428+217.1% | $8,070+231.2% | $6,688+299.7% |
| Admin fee / account holder | $220,579 | $15,044+1366.2% | $12,998+1597.0% | $13,397+1546.5% |