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 | $378,031 | $133,922+182.3% | $116,228+225.2% | $142,382+165.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.09% | 147.76%-136.7pp | 90.06%-79.0pp | 217.08%-206.0pp |
| Employer contribution / active EE | $6,795 | $3,446+97.2% | $2,994+126.9% | $4,299+58.1% |
| Participant deferral / active EE | $9,014 | $5,672+58.9% | $4,953+82.0% | $6,507+38.5% |
| Admin fee / account holder | $42,434 | $14,945+183.9% | $11,989+253.9% | $12,624+236.1% |