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 | $513,584 | $157,256+226.6% | $141,162+263.8% | $152,861+236.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.55% | 64.32%-41.8pp | 71.39%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $11,660 | $5,261+121.6% | $4,735+146.2% | $4,762+144.8% |
| Participant deferral / active EE | $7,704 | $7,109+8.4% | $6,709+14.8% | $5,850+31.7% |
| Admin fee / account holder | $11,433 | $12,120-5.7% | $10,261+11.4% | $11,596-1.4% |