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 | $612,835 | $157,256+289.7% | $141,162+334.1% | $152,861+300.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.49% | 64.32%-40.8pp | 71.39%-47.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $13,984 | $5,261+165.8% | $4,735+195.3% | $4,762+193.6% |
| Participant deferral / active EE | $11,331 | $7,109+59.4% | $6,709+68.9% | $5,850+93.7% |
| Admin fee / account holder | $11,676 | $12,120-3.7% | $10,261+13.8% | $11,596+0.7% |