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 9-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 | $515,735 | $183,519+181.0% | $155,509+231.6% | $145,922+253.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.78% | 61.17%-39.4pp | 64.67%-42.9pp | 561.29%-539.5pp |
| Employer contribution / active EE | $27,694 | $5,313+421.3% | $4,672+492.7% | $4,660+494.3% |
| Participant deferral / active EE | $24,520 | $6,462+279.4% | $5,626+335.8% | $6,688+266.6% |
| Admin fee / account holder | $8,446 | $19,313-56.3% | $15,912-46.9% | $13,397-37.0% |