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 | $370,831 | $105,181+252.6% | $159,436+132.6% | $85,850+332.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.63% | 45.07%-26.4pp | 263.57%-244.9pp | 318.53%-299.9pp |
| Employer contribution / active EE | $23,256 | $3,318+600.8% | $4,829+381.5% | $2,565+806.6% |
| Participant deferral / active EE | $13,125 | $5,945+120.8% | $7,352+78.5% | $3,952+232.1% |
| Admin fee / account holder | $7,831 | $6,933+13.0% | $10,799-27.5% | $6,260+25.1% |