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 | $646,182 | $157,256+310.9% | $141,162+357.8% | $152,861+322.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.88% | 64.32%-47.4pp | 71.39%-54.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $25,873 | $5,261+391.8% | $4,735+446.4% | $4,762+443.3% |
| Participant deferral / active EE | $17,185 | $7,109+141.7% | $6,709+156.1% | $5,850+193.7% |
| Admin fee / account holder | $177,010 | $12,120+1360.5% | $10,261+1625.0% | $11,596+1426.4% |