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 | $643,077 | $201,272+219.5% | $184,203+249.1% | $145,922+340.7% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.4pp |
| Annual return | 20.90% | 29.00%-8.1pp | 28.81%-7.9pp | 561.29%-540.4pp |
| Employer contribution / active EE | $22,215 | $7,022+216.4% | $6,427+245.6% | $4,660+376.8% |
| Participant deferral / active EE | $22,697 | $9,806+131.5% | $9,131+148.6% | $6,688+239.4% |
| Admin fee / account holder | $57,915 | $16,364+253.9% | $13,901+316.6% | $13,397+332.3% |