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 | $816,593 | $183,519+345.0% | $155,509+425.1% | $145,922+459.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.81% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $14,340 | $5,313+169.9% | $4,672+206.9% | $4,660+207.8% |
| Participant deferral / active EE | $12,046 | $6,462+86.4% | $5,626+114.1% | $6,688+80.1% |
| Admin fee / account holder | $376,465 | $19,313+1849.3% | $15,912+2265.9% | $13,397+2710.1% |