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 | $641,125 | $152,587+320.2% | $125,175+412.2% | $152,861+319.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.32% | 54.84%-39.5pp | 43.79%-28.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $9,000 | $4,946+82.0% | $3,865+132.8% | $4,762+89.0% |
| Participant deferral / active EE | $22,000 | $5,868+274.9% | $4,937+345.6% | $5,850+276.1% |
| Admin fee / account holder | $324 | $13,434-97.6% | $9,702-96.7% | $11,596-97.2% |