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 | $896,960 | $183,519+388.8% | $155,509+476.8% | $145,922+514.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.59% | 61.17%-42.6pp | 64.67%-46.1pp | 561.29%-542.7pp |
| Employer contribution / active EE | $3,209 | $5,313-39.6% | $4,672-31.3% | $4,660-31.1% |
| Participant deferral / active EE | $20,738 | $6,462+220.9% | $5,626+268.6% | $6,688+210.1% |
| Admin fee / account holder | $5,822 | $19,313-69.9% | $15,912-63.4% | $13,397-56.5% |