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 | $776,437 | $183,519+323.1% | $155,509+399.3% | $145,922+432.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.19% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $22,057 | $5,313+315.2% | $4,672+372.1% | $4,660+373.4% |
| Participant deferral / active EE | $11,590 | $6,462+79.3% | $5,626+106.0% | $6,688+73.3% |
| Admin fee / account holder | $4,429 | $19,313-77.1% | $15,912-72.2% | $13,397-66.9% |