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 | $840,888 | $183,519+358.2% | $155,509+440.7% | $145,922+476.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.31% | 61.17%-38.9pp | 64.67%-42.4pp | 561.29%-539.0pp |
| Employer contribution / active EE | $9,318 | $5,313+75.4% | $4,672+99.4% | $4,660+100.0% |
| Participant deferral / active EE | $9,749 | $6,462+50.9% | $5,626+73.3% | $6,688+45.8% |
| Admin fee / account holder | $6,561 | $19,313-66.0% | $15,912-58.8% | $13,397-51.0% |