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 | $722,383 | $198,466+264.0% | $170,442+323.8% | $147,584+389.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.68% | 257.29%-244.6pp | 205.93%-193.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $29,708 | $6,184+380.4% | $5,433+446.8% | $4,876+509.2% |
| Participant deferral / active EE | $17,455 | $5,629+210.1% | $4,939+253.4% | $5,439+220.9% |
| Admin fee / account holder | $26,134 | $16,852+55.1% | $13,880+88.3% | $10,885+140.1% |