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 | $385,068 | $157,256+144.9% | $141,162+172.8% | $152,861+151.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.08% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $16,065 | $5,261+205.4% | $4,735+239.3% | $4,762+237.3% |
| Participant deferral / active EE | $12,800 | $7,109+80.0% | $6,709+90.8% | $5,850+118.8% |
| Admin fee / account holder | $1,540 | $12,120-87.3% | $10,261-85.0% | $11,596-86.7% |