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 | $304,256 | $148,534+104.8% | $135,903+123.9% | $139,434+118.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.99% | 79.19%-58.2pp | 68.23%-47.2pp | 372.94%-352.0pp |
| Employer contribution / active EE | $23,944 | $5,243+356.7% | $4,856+393.1% | $4,751+404.0% |
| Participant deferral / active EE | $20,625 | $8,100+154.6% | $7,758+165.9% | $6,710+207.4% |
| Admin fee / account holder | $2,229 | $12,400-82.0% | $10,762-79.3% | $11,403-80.5% |