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 | $506,133 | $165,984+204.9% | $164,813+207.1% | $145,922+246.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.98% | 100.03%-77.1pp | 69.93%-47.0pp | 561.29%-538.3pp |
| Employer contribution / active EE | $2,578 | $5,273-51.1% | $4,341-40.6% | $4,660-44.7% |
| Participant deferral / active EE | $9,467 | $6,959+36.0% | $6,031+57.0% | $6,688+41.6% |
| Admin fee / account holder | $58,979 | $16,648+254.3% | $12,690+364.8% | $13,397+340.2% |