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 | $690,579 | $183,519+276.3% | $155,509+344.1% | $145,922+373.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.08% | 61.17%-39.1pp | 64.67%-42.6pp | 561.29%-539.2pp |
| Employer contribution / active EE | $12,435 | $5,313+134.1% | $4,672+166.1% | $4,660+166.9% |
| Participant deferral / active EE | $11,889 | $6,462+84.0% | $5,626+111.3% | $6,688+77.8% |
| Admin fee / account holder | $3,933 | $19,313-79.6% | $15,912-75.3% | $13,397-70.6% |