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 | $390,950 | $159,934+144.4% | $147,005+165.9% | $145,959+167.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.36% | 98.24%-80.9pp | 418.76%-401.4pp | 561.95%-544.6pp |
| Employer contribution / active EE | $16,796 | $5,287+217.7% | $4,934+240.4% | $4,661+260.4% |
| Participant deferral / active EE | $14,028 | $8,427+66.5% | $8,070+73.8% | $6,689+109.7% |
| Admin fee / account holder | $144,755 | $15,053+861.6% | $13,006+1013.0% | $13,398+980.4% |