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 | $259,550 | $165,984+56.4% | $164,813+57.5% | $145,922+77.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.16% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.1pp |
| Employer contribution / active EE | $20,382 | $5,273+286.5% | $4,341+369.5% | $4,660+337.4% |
| Participant deferral / active EE | $10,167 | $6,959+46.1% | $6,031+68.6% | $6,688+52.0% |
| Admin fee / account holder | $7,810 | $16,648-53.1% | $12,690-38.5% | $13,397-41.7% |