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 | $330,120 | $165,984+98.9% | $164,813+100.3% | $145,922+126.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.82% | 100.03%-89.2pp | 69.93%-59.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,597 | $5,273-50.7% | $4,341-40.2% | $4,660-44.3% |
| Participant deferral / active EE | $12,825 | $6,959+84.3% | $6,031+112.6% | $6,688+91.8% |
| Admin fee / account holder | $3,068 | $16,648-81.6% | $12,690-75.8% | $13,397-77.1% |