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 | $716,381 | $154,117+364.8% | $129,995+451.1% | $139,434+413.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 28.54% | 32.48%-3.9pp | -137.18%+165.7pp | 372.94%-344.4pp |
| Employer contribution / active EE | $15,636 | $5,289+195.6% | $4,320+262.0% | $4,751+229.1% |
| Participant deferral / active EE | $12,373 | $6,710+84.4% | $5,820+112.6% | $6,710+84.4% |
| Admin fee / account holder | $18,674 | $14,007+33.3% | $10,614+75.9% | $11,403+63.8% |