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 | $682,176 | $201,272+238.9% | $184,203+270.3% | $145,922+367.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.51% | 29.00%-12.5pp | 28.81%-12.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $5,000 | $7,022-28.8% | $6,427-22.2% | $4,660+7.3% |
| Participant deferral / active EE | $31,139 | $9,806+217.6% | $9,131+241.0% | $6,688+365.6% |
| Admin fee / account holder | $7,301 | $16,364-55.4% | $13,901-47.5% | $13,397-45.5% |