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 | $867,830 | $165,984+422.8% | $164,813+426.6% | $145,922+494.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.23% | 100.03%-79.8pp | 69.93%-49.7pp | 561.29%-541.1pp |
| Employer contribution / active EE | $18,571 | $5,273+252.2% | $4,341+327.8% | $4,660+298.6% |
| Participant deferral / active EE | $9,086 | $6,959+30.6% | $6,031+50.6% | $6,688+35.9% |
| Admin fee / account holder | $626,863 | $16,648+3665.5% | $12,690+4839.9% | $13,397+4579.1% |