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 | $421,136 | $157,256+167.8% | $141,162+198.3% | $152,861+175.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.19% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $20,985 | $5,261+298.9% | $4,735+343.2% | $4,762+340.7% |
| Participant deferral / active EE | $13,724 | $7,109+93.0% | $6,709+104.6% | $5,850+134.6% |
| Admin fee / account holder | $1,250 | $12,120-89.7% | $10,261-87.8% | $11,596-89.2% |