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 | $586,115 | $157,256+272.7% | $141,162+315.2% | $152,861+283.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.23% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $17,305 | $5,261+228.9% | $4,735+265.5% | $4,762+263.4% |
| Participant deferral / active EE | $13,752 | $7,109+93.4% | $6,709+105.0% | $5,850+135.1% |
| Admin fee / account holder | $14,554 | $12,120+20.1% | $10,261+41.8% | $11,596+25.5% |