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 | $301,442 | $159,934+88.5% | $147,005+105.1% | $145,959+106.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $14,674 | $5,287+177.5% | $4,934+197.4% | $4,661+214.8% |
| Participant deferral / active EE | $7,500 | $8,427-11.0% | $8,070-7.1% | $6,689+12.1% |
| Admin fee / account holder | $32,522 | $15,053+116.0% | $13,006+150.1% | $13,398+142.7% |