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 | $664,892 | $183,519+262.3% | $155,509+327.6% | $145,922+355.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.59% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $30,612 | $5,313+476.2% | $4,672+555.2% | $4,660+557.0% |
| Participant deferral / active EE | $18,399 | $6,462+184.7% | $5,626+227.0% | $6,688+175.1% |
| Admin fee / account holder | $60,215 | $19,313+211.8% | $15,912+278.4% | $13,397+349.5% |