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 | $477,217 | $165,984+187.5% | $164,813+189.6% | $145,922+227.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.72% | 100.03%-90.3pp | 69.93%-60.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $13,812 | $5,273+161.9% | $4,341+218.2% | $4,660+196.4% |
| Participant deferral / active EE | $15,433 | $6,959+121.8% | $6,031+155.9% | $6,688+130.8% |
| Admin fee / account holder | $2,833 | $16,648-83.0% | $12,690-77.7% | $13,397-78.9% |