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 | $373,785 | $165,984+125.2% | $164,813+126.8% | $145,922+156.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.01% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $13,863 | $5,273+162.9% | $4,341+219.4% | $4,660+197.5% |
| Participant deferral / active EE | $12,634 | $6,959+81.6% | $6,031+109.5% | $6,688+88.9% |
| Admin fee / account holder | $11,540 | $16,648-30.7% | $12,690-9.1% | $13,397-13.9% |