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 | $423,463 | $183,519+130.7% | $155,509+172.3% | $145,922+190.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.65% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $8,168 | $5,313+53.8% | $4,672+74.8% | $4,660+75.3% |
| Participant deferral / active EE | $10,136 | $6,462+56.8% | $5,626+80.2% | $6,688+51.6% |
| Admin fee / account holder | $64,568 | $19,313+234.3% | $15,912+305.8% | $13,397+382.0% |