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 | $631,968 | $183,519+244.4% | $155,509+306.4% | $145,922+333.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.22% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.1pp |
| Employer contribution / active EE | $13,517 | $5,313+154.4% | $4,672+189.3% | $4,660+190.1% |
| Participant deferral / active EE | $7,654 | $6,462+18.4% | $5,626+36.0% | $6,688+14.4% |
| Admin fee / account holder | $23,303 | $19,313+20.7% | $15,912+46.4% | $13,397+73.9% |