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 | $618,732 | $157,256+293.5% | $141,162+338.3% | $152,861+304.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.89% | 64.32%-41.4pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $15,990 | $5,261+203.9% | $4,735+237.7% | $4,762+235.8% |
| Participant deferral / active EE | $11,430 | $7,109+60.8% | $6,709+70.4% | $5,850+95.4% |
| Admin fee / account holder | $19,297 | $12,120+59.2% | $10,261+88.1% | $11,596+66.4% |