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 | $543,176 | $152,587+256.0% | $125,175+333.9% | $152,861+255.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.88% | 54.84%-34.0pp | 43.79%-22.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $13,719 | $4,946+177.4% | $3,865+254.9% | $4,762+188.1% |
| Participant deferral / active EE | $11,396 | $5,868+94.2% | $4,937+130.8% | $5,850+94.8% |
| Admin fee / account holder | $991 | $13,434-92.6% | $9,702-89.8% | $11,596-91.5% |