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 | $540,964 | $107,334+404.0% | $92,893+482.4% | $152,861+253.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.46% | 145.58%-127.1pp | 109.41%-91.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $9,650 | $4,221+128.6% | $3,653+164.2% | $4,762+102.6% |
| Participant deferral / active EE | $11,036 | $4,845+127.8% | $4,236+160.5% | $5,850+88.6% |
| Admin fee / account holder | $13,858 | $7,079+95.7% | $5,794+139.2% | $11,596+19.5% |