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 | $497,841 | $165,984+199.9% | $164,813+202.1% | $145,922+241.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.62% | 100.03%-90.4pp | 69.93%-60.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $17,347 | $5,273+229.0% | $4,341+299.6% | $4,660+272.3% |
| Participant deferral / active EE | $13,053 | $6,959+87.6% | $6,031+116.4% | $6,688+95.2% |
| Admin fee / account holder | $4,237 | $16,648-74.5% | $12,690-66.6% | $13,397-68.4% |