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 | $414,955 | $91,019+355.9% | $392,568+5.7% | $72,985+468.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 130.85% | 20.00%+110.8pp | 24.42%+106.4pp | 81.00%+49.8pp |
| Employer contribution / active EE | $15,957 | $2,751+480.1% | $3,783+321.8% | $2,440+554.0% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,313 | $4,895-32.3% | $6,260-47.1% | $5,124-35.3% |