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 | $350,567 | $165,984+111.2% | $164,813+112.7% | $145,922+140.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.93% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $18,802 | $5,273+256.6% | $4,341+333.1% | $4,660+303.5% |
| Participant deferral / active EE | $10,414 | $6,959+49.6% | $6,031+72.7% | $6,688+55.7% |
| Admin fee / account holder | $36,890 | $16,648+121.6% | $12,690+190.7% | $13,397+175.4% |