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 | $326,725 | $232,540+40.5% | $185,117+76.5% | $147,584+121.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.54% | 43.03%-25.5pp | 40.50%-23.0pp | 578.55%-561.0pp |
| Employer contribution / active EE | $14,447 | $5,195+178.1% | $4,182+245.5% | $4,876+196.3% |
| Participant deferral / active EE | $12,899 | $5,834+121.1% | $5,045+155.7% | $5,439+137.2% |
| Admin fee / account holder | $7,186 | $10,275-30.1% | $8,159-11.9% | $10,885-34.0% |