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 | $294,918 | $138,065+113.6% | $123,544+138.7% | $135,375+117.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.41% | 153.68%-145.3pp | 119.20%-110.8pp | 519.73%-511.3pp |
| Employer contribution / active EE | $17,260 | $5,151+235.1% | $4,628+273.0% | $4,779+261.2% |
| Participant deferral / active EE | $10,908 | $6,799+60.4% | $6,426+69.8% | $5,609+94.5% |
| Admin fee / account holder | $3,595 | $10,916-67.1% | $9,284-61.3% | $10,827-66.8% |