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 | $489,405 | $172,478+183.7% | $145,661+236.0% | $142,382+243.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 19.97% | 151.09%-131.1pp | 101.46%-81.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $16,845 | $4,899+243.8% | $4,238+297.5% | $4,299+291.8% |
| Participant deferral / active EE | $17,966 | $8,348+115.2% | $7,198+149.6% | $6,507+176.1% |
| Admin fee / account holder | $70,391 | $16,864+317.4% | $12,466+464.7% | $12,624+457.6% |