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 | $357,493 | $165,984+115.4% | $164,813+116.9% | $145,922+145.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.30% | 100.03%-89.7pp | 69.93%-59.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $8,788 | $5,273+66.7% | $4,341+102.5% | $4,660+88.6% |
| Participant deferral / active EE | $4,491 | $6,959-35.5% | $6,031-25.5% | $6,688-32.8% |
| Admin fee / account holder | $20,531 | $16,648+23.3% | $12,690+61.8% | $13,397+53.2% |