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 | $965,425 | $166,020+481.5% | $164,866+485.6% | $145,959+561.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.24% | 100.08%-89.8pp | 69.97%-59.7pp | 561.95%-551.7pp |
| Employer contribution / active EE | $7,277 | $5,275+38.0% | $4,343+67.6% | $4,661+56.1% |
| Participant deferral / active EE | $25,753 | $6,961+270.0% | $6,033+326.9% | $6,689+285.0% |
| Admin fee / account holder | $272,135 | $16,644+1535.0% | $12,689+2044.6% | $13,398+1931.2% |