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 | $407,471 | $183,519+122.0% | $155,509+162.0% | $145,922+179.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.64% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $19,480 | $5,313+266.7% | $4,672+316.9% | $4,660+318.1% |
| Participant deferral / active EE | $8,765 | $6,462+35.6% | $5,626+55.8% | $6,688+31.1% |
| Admin fee / account holder | $3,892 | $19,313-79.8% | $15,912-75.5% | $13,397-70.9% |