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 | $579,635 | $176,056+229.2% | $159,436+263.6% | $167,490+246.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.06% | 331.75%-309.7pp | 263.57%-241.5pp | 478.56%-456.5pp |
| Employer contribution / active EE | $24,714 | $5,297+366.6% | $4,829+411.7% | $4,837+410.9% |
| Participant deferral / active EE | $17,226 | $7,750+122.3% | $7,352+134.3% | $6,341+171.6% |
| Admin fee / account holder | $261,247 | $12,554+1981.0% | $10,799+2319.3% | $12,309+2022.4% |