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 | $435,837 | $179,726+142.5% | $156,263+178.9% | $142,382+206.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.54% | 77.86%-59.3pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $40,684 | $5,069+702.6% | $4,333+838.9% | $4,299+846.3% |
| Participant deferral / active EE | $14,500 | $6,956+108.5% | $6,158+135.5% | $6,507+122.8% |
| Admin fee / account holder | $3,737 | $17,272-78.4% | $14,255-73.8% | $12,624-70.4% |