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 | $793,139 | $127,386+522.6% | $115,037+589.5% | $125,391+532.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 63.03% | 31.28%+31.8pp | 26.14%+36.9pp | 282.22%-219.2pp |
| Employer contribution / active EE | $20,542 | $5,166+297.6% | $4,608+345.8% | $4,866+322.2% |
| Participant deferral / active EE | $13,378 | $6,423+108.3% | $6,026+122.0% | $5,352+150.0% |
| Admin fee / account holder | $15,982 | $9,516+67.9% | $8,175+95.5% | $9,540+67.5% |