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 | $619,508 | $183,519+237.6% | $155,509+298.4% | $145,922+324.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.14% | 61.17%-39.0pp | 64.67%-42.5pp | 561.29%-539.1pp |
| Employer contribution / active EE | $9,614 | $5,313+81.0% | $4,672+105.8% | $4,660+106.3% |
| Participant deferral / active EE | $5,717 | $6,462-11.5% | $5,626+1.6% | $6,688-14.5% |
| Admin fee / account holder | $54,173 | $19,313+180.5% | $15,912+240.5% | $13,397+304.4% |