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 | $339,175 | $97,757+247.0% | $83,848+304.5% | $135,375+150.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.11% | 1287.37%-1277.3pp | 850.88%-840.8pp | 519.73%-509.6pp |
| Employer contribution / active EE | $14,696 | $4,222+248.1% | $3,631+304.8% | $4,779+207.5% |
| Participant deferral / active EE | $10,473 | $4,682+123.7% | $4,082+156.6% | $5,609+86.7% |
| Admin fee / account holder | $30,977 | $6,674+364.2% | $5,478+465.5% | $10,827+186.1% |