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 | $462,468 | $159,934+189.2% | $147,005+214.6% | $145,959+216.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.68% | 98.24%-63.6pp | 418.76%-384.1pp | 561.95%-527.3pp |
| Employer contribution / active EE | $22,762 | $5,287+330.5% | $4,934+361.3% | $4,661+388.4% |
| Participant deferral / active EE | $16,210 | $8,427+92.4% | $8,070+100.9% | $6,689+142.4% |
| Admin fee / account holder | $2,622 | $15,053-82.6% | $13,006-79.8% | $13,398-80.4% |