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 | $663,584 | $165,984+299.8% | $164,813+302.6% | $145,922+354.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 10.81% | 100.03%-89.2pp | 69.93%-59.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $20,000 | $5,273+279.3% | $4,341+360.7% | $4,660+329.2% |
| Participant deferral / active EE | $10,000 | $6,959+43.7% | $6,031+65.8% | $6,688+49.5% |
| Admin fee / account holder | $39,352 | $16,648+136.4% | $12,690+210.1% | $13,397+193.7% |