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 | $354,403 | $183,592+93.0% | $155,567+127.8% | $145,959+142.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.48% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $10,803 | $5,315+103.3% | $4,674+131.1% | $4,661+131.8% |
| Participant deferral / active EE | $5,728 | $6,464-11.4% | $5,628+1.8% | $6,689-14.4% |
| Admin fee / account holder | $88,682 | $19,318+359.1% | $15,916+457.2% | $13,398+561.9% |