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 | $268,825 | $165,984+62.0% | $164,813+63.1% | $145,922+84.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.69% | 100.03%-82.3pp | 69.93%-52.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $17,407 | $5,273+230.1% | $4,341+301.0% | $4,660+273.6% |
| Participant deferral / active EE | $13,922 | $6,959+100.1% | $6,031+130.8% | $6,688+108.2% |
| Admin fee / account holder | $9,380 | $16,648-43.7% | $12,690-26.1% | $13,397-30.0% |