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 | $409,667 | $165,984+146.8% | $164,813+148.6% | $145,922+180.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.60% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $10,088 | $5,273+91.3% | $4,341+132.4% | $4,660+116.5% |
| Participant deferral / active EE | $5,914 | $6,959-15.0% | $6,031-1.9% | $6,688-11.6% |
| Admin fee / account holder | $17,956 | $16,648+7.9% | $12,690+41.5% | $13,397+34.0% |