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 | $598,554 | $183,519+226.2% | $155,509+284.9% | $145,922+310.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.31% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $32,801 | $5,313+517.4% | $4,672+602.0% | $4,660+603.9% |
| Participant deferral / active EE | $20,395 | $6,462+215.6% | $5,626+262.5% | $6,688+205.0% |
| Admin fee / account holder | $24,696 | $19,313+27.9% | $15,912+55.2% | $13,397+84.3% |