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 | $785,432 | $157,256+399.5% | $141,162+456.4% | $152,861+413.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.83% | 64.32%-46.5pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $27,019 | $5,261+413.6% | $4,735+470.6% | $4,762+467.4% |
| Participant deferral / active EE | $10,512 | $7,109+47.9% | $6,709+56.7% | $5,850+79.7% |
| Admin fee / account holder | $100,482 | $12,120+729.1% | $10,261+879.2% | $11,596+766.5% |