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 | $872,526 | $183,519+375.4% | $155,509+461.1% | $145,922+497.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.82% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.5pp |
| Employer contribution / active EE | $12,144 | $5,313+128.6% | $4,672+159.9% | $4,660+160.6% |
| Participant deferral / active EE | $11,609 | $6,462+79.6% | $5,626+106.3% | $6,688+73.6% |
| Admin fee / account holder | $16,966 | $19,313-12.2% | $15,912+6.6% | $13,397+26.6% |