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 | $613,855 | $157,256+290.4% | $141,162+334.9% | $152,861+301.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.55% | 64.32%-35.8pp | 71.39%-42.8pp | 345.32%-316.8pp |
| Employer contribution / active EE | $34,397 | $5,261+553.8% | $4,735+626.4% | $4,762+622.3% |
| Participant deferral / active EE | $24,693 | $7,109+247.3% | $6,709+268.0% | $5,850+322.1% |
| Admin fee / account holder | $41,432 | $12,120+241.8% | $10,261+303.8% | $11,596+257.3% |