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 | $533,775 | $157,256+239.4% | $141,162+278.1% | $152,861+249.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.74% | 64.32%-47.6pp | 71.39%-54.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $15,010 | $5,261+185.3% | $4,735+217.0% | $4,762+215.2% |
| Participant deferral / active EE | $21,505 | $7,109+202.5% | $6,709+220.5% | $5,850+267.6% |
| Admin fee / account holder | $47,788 | $12,120+294.3% | $10,261+365.7% | $11,596+312.1% |