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 | $457,533 | $176,056+159.9% | $159,436+187.0% | $167,490+173.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.02% | 331.75%-320.7pp | 263.57%-252.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $8,300 | $5,297+56.7% | $4,829+71.9% | $4,837+71.6% |
| Participant deferral / active EE | $17,333 | $7,750+123.7% | $7,352+135.8% | $6,341+173.3% |
| Admin fee / account holder | $5,337 | $12,554-57.5% | $10,799-50.6% | $12,309-56.6% |