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 | $921,736 | $183,519+402.3% | $155,509+492.7% | $145,922+531.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.39% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $25,025 | $5,313+371.0% | $4,672+435.6% | $4,660+437.1% |
| Participant deferral / active EE | $16,877 | $6,462+161.1% | $5,626+200.0% | $6,688+152.4% |
| Admin fee / account holder | $5,730 | $19,313-70.3% | $15,912-64.0% | $13,397-57.2% |