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 | $899,072 | $165,984+441.7% | $164,813+445.5% | $145,922+516.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.94% | 100.03%-88.1pp | 69.93%-58.0pp | 561.29%-549.3pp |
| Employer contribution / active EE | $28,571 | $5,273+441.9% | $4,341+558.2% | $4,660+513.2% |
| Participant deferral / active EE | $11,441 | $6,959+64.4% | $6,031+89.7% | $6,688+71.1% |
| Admin fee / account holder | $42,013 | $16,648+152.4% | $12,690+231.1% | $13,397+213.6% |