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 | $825,417 | $159,901+416.2% | $146,958+461.7% | $145,922+465.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.26% | 98.13%-70.9pp | 418.34%-391.1pp | 561.29%-534.0pp |
| Employer contribution / active EE | $12,687 | $5,286+140.0% | $4,933+157.2% | $4,660+172.3% |
| Participant deferral / active EE | $9,068 | $8,428+7.6% | $8,070+12.4% | $6,688+35.6% |
| Admin fee / account holder | $4,534 | $15,044-69.9% | $12,998-65.1% | $13,397-66.2% |