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 | $699,791 | $165,984+321.6% | $164,813+324.6% | $145,922+379.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.02% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $12,640 | $5,273+139.7% | $4,341+191.2% | $4,660+171.3% |
| Participant deferral / active EE | $21,079 | $6,959+202.9% | $6,031+249.5% | $6,688+215.2% |
| Admin fee / account holder | $268,840 | $16,648+1514.9% | $12,690+2018.5% | $13,397+1906.7% |