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 | $508,920 | $183,519+177.3% | $155,509+227.3% | $145,922+248.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $10,120 | $5,313+90.5% | $4,672+116.6% | $4,660+117.2% |
| Participant deferral / active EE | $10,450 | $6,462+61.7% | $5,626+85.7% | $6,688+56.3% |
| Admin fee / account holder | $13,891 | $19,313-28.1% | $15,912-12.7% | $13,397+3.7% |