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 | $442,015 | $162,781+171.5% | $133,956+230.0% | $158,922+178.1% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 14.27% | 41.94%-27.7pp | 45.09%-30.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $16,654 | $4,975+234.7% | $3,919+325.0% | $4,761+249.8% |
| Participant deferral / active EE | $10,542 | $5,911+78.4% | $5,048+108.9% | $5,982+76.2% |
| Admin fee / account holder | $50,435 | $11,736+329.7% | $8,927+465.0% | $11,246+348.5% |