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 | $671,202 | $165,984+304.4% | $164,813+307.3% | $145,922+360.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.39% | 100.03%-84.6pp | 69.93%-54.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $23,854 | $5,273+352.4% | $4,341+449.5% | $4,660+411.9% |
| Participant deferral / active EE | $16,840 | $6,959+142.0% | $6,031+179.2% | $6,688+151.8% |
| Admin fee / account holder | $344,510 | $16,648+1969.4% | $12,690+2614.8% | $13,397+2471.5% |