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 | $479,880 | $138,065+247.6% | $123,544+288.4% | $135,375+254.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.74% | 153.68%-145.9pp | 119.20%-111.5pp | 519.73%-512.0pp |
| Employer contribution / active EE | $19,691 | $5,151+282.2% | $4,628+325.5% | $4,779+312.1% |
| Participant deferral / active EE | $10,550 | $6,799+55.2% | $6,426+64.2% | $5,609+88.1% |
| Admin fee / account holder | $8,760 | $10,916-19.7% | $9,284-5.6% | $10,827-19.1% |