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 | $533,056 | $183,519+190.5% | $155,509+242.8% | $145,922+265.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.88% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $30,547 | $5,313+475.0% | $4,672+553.8% | $4,660+555.6% |
| Participant deferral / active EE | $2,602 | $6,462-59.7% | $5,626-53.8% | $6,688-61.1% |
| Admin fee / account holder | $54,216 | $19,313+180.7% | $15,912+240.7% | $13,397+304.7% |