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 | $659,749 | $209,411+215.0% | $178,490+269.6% | $158,922+315.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.46% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $17,959 | $5,706+214.7% | $5,011+258.4% | $4,761+277.2% |
| Participant deferral / active EE | $20,733 | $5,954+248.2% | $5,202+298.6% | $5,982+246.6% |
| Admin fee / account holder | $254,335 | $17,074+1389.6% | $13,984+1718.8% | $11,246+2161.6% |