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 | $402,683 | $165,984+142.6% | $164,813+144.3% | $145,922+176.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.70% | 100.03%-90.3pp | 69.93%-60.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $36,125 | $5,273+585.1% | $4,341+732.2% | $4,660+675.3% |
| Participant deferral / active EE | $12,920 | $6,959+85.7% | $6,031+114.2% | $6,688+93.2% |
| Admin fee / account holder | $40,936 | $16,648+145.9% | $12,690+222.6% | $13,397+205.6% |