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 | $522,008 | $157,256+231.9% | $141,162+269.8% | $152,861+241.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.47% | 64.32%-41.9pp | 71.39%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $10,566 | $5,261+100.8% | $4,735+123.1% | $4,762+121.9% |
| Participant deferral / active EE | $10,175 | $7,109+43.1% | $6,709+51.7% | $5,850+73.9% |
| Admin fee / account holder | $643 | $12,120-94.7% | $10,261-93.7% | $11,596-94.5% |