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 | $465,372 | $183,519+153.6% | $155,509+199.3% | $145,922+218.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.97% | 61.17%-38.2pp | 64.67%-41.7pp | 561.29%-538.3pp |
| Employer contribution / active EE | $11,303 | $5,313+112.8% | $4,672+141.9% | $4,660+142.6% |
| Participant deferral / active EE | $10,546 | $6,462+63.2% | $5,626+87.4% | $6,688+57.7% |
| Admin fee / account holder | $12,230 | $19,313-36.7% | $15,912-23.1% | $13,397-8.7% |