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 | $671,235 | $177,572+278.0% | $154,803+333.6% | $142,382+371.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.89% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $10,000 | $4,810+107.9% | $4,305+132.3% | $4,299+132.6% |
| Participant deferral / active EE | $12,906 | $6,272+105.8% | $5,540+132.9% | $6,507+98.3% |
| Admin fee / account holder | $5,836 | $16,786-65.2% | $14,329-59.3% | $12,624-53.8% |