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 | $720,911 | $177,572+306.0% | $154,803+365.7% | $142,382+406.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.42% | 65.07%-45.6pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $17,791 | $4,810+269.8% | $4,305+313.2% | $4,299+313.8% |
| Participant deferral / active EE | $11,676 | $6,272+86.2% | $5,540+110.7% | $6,507+79.4% |
| Admin fee / account holder | $8,435 | $16,786-49.8% | $14,329-41.1% | $12,624-33.2% |