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 | $336,508 | $165,984+102.7% | $164,813+104.2% | $145,922+130.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.52% | 100.03%-85.5pp | 69.93%-55.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $22,572 | $5,273+328.1% | $4,341+420.0% | $4,660+384.4% |
| Participant deferral / active EE | $7,656 | $6,959+10.0% | $6,031+26.9% | $6,688+14.5% |
| Admin fee / account holder | $24,826 | $16,648+49.1% | $12,690+95.6% | $13,397+85.3% |