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 | $857,148 | $238,490+259.4% | $180,183+375.7% | $142,382+502.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 11.33% | 33.56%-22.2pp | 27.86%-16.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $26,588 | $6,143+332.8% | $5,039+427.7% | $4,299+518.4% |
| Participant deferral / active EE | $15,588 | $7,996+94.9% | $6,822+128.5% | $6,507+139.6% |
| Admin fee / account holder | $69,690 | $28,866+141.4% | $19,975+248.9% | $12,624+452.1% |