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 | $252,458 | $165,984+52.1% | $164,813+53.2% | $145,922+73.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.97% | 100.03%-84.1pp | 69.93%-54.0pp | 561.29%-545.3pp |
| Employer contribution / active EE | $18,994 | $5,273+260.2% | $4,341+337.6% | $4,660+307.6% |
| Participant deferral / active EE | $8,698 | $6,959+25.0% | $6,031+44.2% | $6,688+30.1% |
| Admin fee / account holder | $8,424 | $16,648-49.4% | $12,690-33.6% | $13,397-37.1% |