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 | $981,002 | $183,519+434.5% | $155,509+530.8% | $145,922+572.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.46% | 61.17%-34.7pp | 64.67%-38.2pp | 561.29%-534.8pp |
| Employer contribution / active EE | $31,109 | $5,313+485.6% | $4,672+565.8% | $4,660+567.6% |
| Participant deferral / active EE | $23,583 | $6,462+264.9% | $5,626+319.2% | $6,688+252.6% |
| Admin fee / account holder | $3,310 | $19,313-82.9% | $15,912-79.2% | $13,397-75.3% |