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 | $375,048 | $165,984+126.0% | $164,813+127.6% | $145,922+157.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.77% | 100.03%-85.3pp | 69.93%-55.2pp | 561.29%-546.5pp |
| Employer contribution / active EE | $18,758 | $5,273+255.7% | $4,341+332.1% | $4,660+302.6% |
| Participant deferral / active EE | $15,785 | $6,959+126.8% | $6,031+161.7% | $6,688+136.0% |
| Admin fee / account holder | $20,010 | $16,648+20.2% | $12,690+57.7% | $13,397+49.4% |