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 | $421,287 | $144,119+192.3% | $117,854+257.5% | $147,584+185.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.28% | 531.15%-513.9pp | 335.08%-317.8pp | 578.55%-561.3pp |
| Employer contribution / active EE | $14,199 | $4,896+190.0% | $3,786+275.0% | $4,876+191.2% |
| Participant deferral / active EE | $10,232 | $5,316+92.5% | $4,482+128.3% | $5,439+88.1% |
| Admin fee / account holder | $2,912 | $10,886-73.2% | $8,020-63.7% | $10,885-73.2% |