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 | $632,888 | $183,519+244.9% | $155,509+307.0% | $145,922+333.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.27% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $28,776 | $5,313+441.6% | $4,672+515.9% | $4,660+517.6% |
| Participant deferral / active EE | $16,658 | $6,462+157.8% | $5,626+196.1% | $6,688+149.1% |
| Admin fee / account holder | $25,520 | $19,313+32.1% | $15,912+60.4% | $13,397+90.5% |