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 | $553,601 | $166,020+233.5% | $164,866+235.8% | $145,959+279.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.81% | 100.08%-91.3pp | 69.97%-61.2pp | 561.95%-553.1pp |
| Employer contribution / active EE | $9,883 | $5,275+87.4% | $4,343+127.6% | $4,661+112.0% |
| Participant deferral / active EE | $25,618 | $6,961+268.0% | $6,033+324.6% | $6,689+283.0% |
| Admin fee / account holder | $711 | $16,644-95.7% | $12,689-94.4% | $13,398-94.7% |