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 | $540,766 | $157,256+243.9% | $141,162+283.1% | $152,861+253.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.44% | 64.32%-43.9pp | 71.39%-50.9pp | 345.32%-324.9pp |
| Employer contribution / active EE | $9,259 | $5,261+76.0% | $4,735+95.5% | $4,762+94.4% |
| Participant deferral / active EE | $15,129 | $7,109+112.8% | $6,709+125.5% | $5,850+158.6% |
| Admin fee / account holder | $11,152 | $12,120-8.0% | $10,261+8.7% | $11,596-3.8% |