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 5-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 | $422,336 | $217,402+94.3% | $185,823+127.3% | $167,490+152.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.11% | 148.36%-134.2pp | 122.05%-107.9pp | 478.56%-464.4pp |
| Employer contribution / active EE | $13,616 | $5,873+131.8% | $5,167+163.5% | $4,837+181.5% |
| Participant deferral / active EE | $10,916 | $6,356+71.7% | $5,568+96.1% | $6,341+72.1% |
| Admin fee / account holder | $13,042 | $19,811-34.2% | $16,237-19.7% | $12,309+6.0% |