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 | $421,025 | $144,119+192.1% | $117,854+257.2% | $147,584+185.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.53% | 531.15%-515.6pp | 335.08%-319.6pp | 578.55%-563.0pp |
| Employer contribution / active EE | $19,289 | $4,896+293.9% | $3,786+409.5% | $4,876+295.6% |
| Participant deferral / active EE | $14,744 | $5,316+177.4% | $4,482+229.0% | $5,439+171.1% |
| Admin fee / account holder | $1,861 | $10,886-82.9% | $8,020-76.8% | $10,885-82.9% |