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 | $352,101 | $165,984+112.1% | $164,813+113.6% | $145,922+141.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.73% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $6,284 | $5,273+19.2% | $4,341+44.8% | $4,660+34.9% |
| Participant deferral / active EE | $8,150 | $6,959+17.1% | $6,031+35.1% | $6,688+21.9% |
| Admin fee / account holder | $489 | $16,648-97.1% | $12,690-96.1% | $13,397-96.3% |