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 | $989,356 | $183,519+439.1% | $155,509+536.2% | $145,922+578.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.79% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.5pp |
| Employer contribution / active EE | $11,000 | $5,313+107.1% | $4,672+135.4% | $4,660+136.1% |
| Participant deferral / active EE | $8,249 | $6,462+27.6% | $5,626+46.6% | $6,688+23.3% |
| Admin fee / account holder | $40,101 | $19,313+107.6% | $15,912+152.0% | $13,397+199.3% |