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 | $418,870 | $152,587+174.5% | $125,175+234.6% | $152,861+174.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.95% | 54.84%-35.9pp | 43.79%-24.8pp | 345.32%-326.4pp |
| Employer contribution / active EE | $13,742 | $4,946+177.8% | $3,865+255.5% | $4,762+188.6% |
| Participant deferral / active EE | $9,355 | $5,868+59.4% | $4,937+89.5% | $5,850+59.9% |
| Admin fee / account holder | $15,761 | $13,434+17.3% | $9,702+62.4% | $11,596+35.9% |