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 | $586,573 | $112,096+423.3% | $95,952+511.3% | $158,922+269.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.91% | 171.09%-155.2pp | 91.61%-75.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $33,906 | $3,198+960.2% | $2,541+1234.3% | $4,761+612.1% |
| Participant deferral / active EE | $8,156 | $4,784+70.5% | $4,167+95.7% | $5,982+36.3% |
| Admin fee / account holder | $39,396 | $10,130+288.9% | $6,795+479.7% | $11,246+250.3% |