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 | $432,578 | $176,056+145.7% | $159,436+171.3% | $167,490+158.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.99% | 331.75%-320.8pp | 263.57%-252.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $7,635 | $5,297+44.1% | $4,829+58.1% | $4,837+57.8% |
| Participant deferral / active EE | $16,461 | $7,750+112.4% | $7,352+123.9% | $6,341+159.6% |
| Admin fee / account holder | $68,538 | $12,554+445.9% | $10,799+534.7% | $12,309+456.8% |