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 | $287,763 | $157,256+83.0% | $141,162+103.9% | $152,861+88.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.80% | 64.32%-39.5pp | 71.39%-46.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $24,667 | $5,261+368.9% | $4,735+420.9% | $4,762+418.0% |
| Participant deferral / active EE | $23,666 | $7,109+232.9% | $6,709+252.7% | $5,850+304.5% |
| Admin fee / account holder | $6,527 | $12,120-46.1% | $10,261-36.4% | $11,596-43.7% |