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 | $406,728 | $183,519+121.6% | $155,509+161.5% | $145,922+178.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.32% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-551.0pp |
| Employer contribution / active EE | $12,808 | $5,313+141.1% | $4,672+174.1% | $4,660+174.9% |
| Participant deferral / active EE | $11,229 | $6,462+73.8% | $5,626+99.6% | $6,688+67.9% |
| Admin fee / account holder | $3,103 | $19,313-83.9% | $15,912-80.5% | $13,397-76.8% |