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 | $808,573 | $165,984+387.1% | $164,813+390.6% | $145,922+454.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.60% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $23,548 | $5,273+346.6% | $4,341+442.5% | $4,660+405.4% |
| Participant deferral / active EE | $15,090 | $6,959+116.8% | $6,031+150.2% | $6,688+125.6% |
| Admin fee / account holder | $94,681 | $16,648+468.7% | $12,690+646.1% | $13,397+606.7% |