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 | $354,428 | $179,726+97.2% | $156,263+126.8% | $142,382+148.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 32.81% | 77.86%-45.0pp | 59.47%-26.7pp | 217.08%-184.3pp |
| Employer contribution / active EE | $9,013 | $5,069+77.8% | $4,333+108.0% | $4,299+109.6% |
| Participant deferral / active EE | $15,500 | $6,956+122.8% | $6,158+151.7% | $6,507+138.2% |
| Admin fee / account holder | $3,086 | $17,272-82.1% | $14,255-78.4% | $12,624-75.6% |