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 | $926,275 | $157,256+489.0% | $141,162+556.2% | $152,861+506.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.55% | 64.32%-47.8pp | 71.39%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $16,533 | $5,261+214.3% | $4,735+249.2% | $4,762+247.2% |
| Participant deferral / active EE | $7,435 | $7,109+4.6% | $6,709+10.8% | $5,850+27.1% |
| Admin fee / account holder | $47,605 | $12,120+292.8% | $10,261+363.9% | $11,596+310.5% |