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 | $509,063 | $157,256+223.7% | $141,162+260.6% | $152,861+233.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.15% | 64.32%-48.2pp | 71.39%-55.2pp | 345.32%-329.2pp |
| Employer contribution / active EE | $10,231 | $5,261+94.5% | $4,735+116.1% | $4,762+114.8% |
| Participant deferral / active EE | $13,617 | $7,109+91.5% | $6,709+103.0% | $5,850+132.8% |
| Admin fee / account holder | $2,595 | $12,120-78.6% | $10,261-74.7% | $11,596-77.6% |