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 | $830,991 | $177,572+368.0% | $154,803+436.8% | $142,382+483.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.34% | 65.07%-39.7pp | 58.88%-33.5pp | 217.08%-191.7pp |
| Employer contribution / active EE | $29,808 | $4,810+519.6% | $4,305+592.3% | $4,299+593.3% |
| Participant deferral / active EE | $24,246 | $6,272+286.6% | $5,540+337.6% | $6,507+272.6% |
| Admin fee / account holder | $135,648 | $16,786+708.1% | $14,329+846.7% | $12,624+974.6% |