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 | $931,436 | $95,416+876.2% | $185,823+401.3% | $85,850+985.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.58% | 23.59%-11.0pp | 122.05%-109.5pp | 318.53%-305.9pp |
| Employer contribution / active EE | $24,863 | $3,314+650.3% | $5,167+381.2% | $2,565+869.3% |
| Participant deferral / active EE | $20,662 | $3,423+503.6% | $5,568+271.1% | $3,952+422.9% |
| Admin fee / account holder | $9,875 | $7,213+36.9% | $16,237-39.2% | $6,260+57.8% |