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 | $894,073 | $183,592+387.0% | $155,567+474.7% | $145,959+512.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.43% | 61.24%-35.8pp | 64.74%-39.3pp | 561.95%-536.5pp |
| Employer contribution / active EE | $44,242 | $5,315+732.4% | $4,674+846.5% | $4,661+849.2% |
| Participant deferral / active EE | $21,400 | $6,464+231.1% | $5,628+280.3% | $6,689+220.0% |
| Admin fee / account holder | $6,795 | $19,318-64.8% | $15,916-57.3% | $13,398-49.3% |