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 | $557,917 | $226,064+146.8% | $182,532+205.7% | $152,861+265.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.15% | 192.51%-172.4pp | 148.54%-128.4pp | 345.32%-325.2pp |
| Employer contribution / active EE | $15,022 | $4,978+201.7% | $4,076+268.5% | $4,762+215.4% |
| Participant deferral / active EE | $8,333 | $6,368+30.9% | $5,524+50.8% | $5,850+42.4% |
| Admin fee / account holder | $4,256 | $10,703-60.2% | $8,592-50.5% | $11,596-63.3% |