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 | $528,206 | $183,519+187.8% | $155,509+239.7% | $145,922+262.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.78% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $8,145 | $5,313+53.3% | $4,672+74.3% | $4,660+74.8% |
| Participant deferral / active EE | $4,802 | $6,462-25.7% | $5,626-14.6% | $6,688-28.2% |
| Admin fee / account holder | $208,662 | $19,313+980.4% | $15,912+1211.4% | $13,397+1457.5% |