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 | $530,451 | $176,056+201.3% | $159,436+232.7% | $167,490+216.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.99% | 331.75%-309.8pp | 263.57%-241.6pp | 478.56%-456.6pp |
| Employer contribution / active EE | $12,159 | $5,297+129.6% | $4,829+151.8% | $4,837+151.4% |
| Participant deferral / active EE | $10,269 | $7,750+32.5% | $7,352+39.7% | $6,341+61.9% |
| Admin fee / account holder | $62,348 | $12,554+396.6% | $10,799+477.4% | $12,309+406.5% |