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 | $413,251 | $183,519+125.2% | $155,509+165.7% | $145,922+183.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.79% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $9,918 | $5,313+86.7% | $4,672+112.3% | $4,660+112.9% |
| Participant deferral / active EE | $16,221 | $6,462+151.0% | $5,626+188.3% | $6,688+142.5% |
| Admin fee / account holder | $3,674 | $19,313-81.0% | $15,912-76.9% | $13,397-72.6% |