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 | $165,984+481.6% | $164,813+485.8% | $145,922+561.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.24% | 100.03%-89.8pp | 69.93%-59.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $7,277 | $5,273+38.0% | $4,341+67.6% | $4,660+56.2% |
| Participant deferral / active EE | $25,753 | $6,959+270.1% | $6,031+327.0% | $6,688+285.1% |
| Admin fee / account holder | $272,135 | $16,648+1534.7% | $12,690+2044.5% | $13,397+1931.3% |