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 | $467,897 | $183,519+155.0% | $155,509+200.9% | $145,922+220.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.87% | 61.17%-39.3pp | 64.67%-42.8pp | 561.29%-539.4pp |
| Employer contribution / active EE | $22,690 | $5,313+327.1% | $4,672+385.6% | $4,660+387.0% |
| Participant deferral / active EE | $27,585 | $6,462+326.8% | $5,626+390.3% | $6,688+312.5% |
| Admin fee / account holder | $16,340 | $19,313-15.4% | $15,912+2.7% | $13,397+22.0% |