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 | $376,484 | $180,449+108.6% | $154,107+144.3% | $135,375+178.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.15% | 888.09%-880.9pp | 735.12%-728.0pp | 519.73%-512.6pp |
| Employer contribution / active EE | $13,463 | $6,035+123.1% | $5,298+154.1% | $4,779+181.7% |
| Participant deferral / active EE | $10,946 | $5,806+88.5% | $5,081+115.4% | $5,609+95.2% |
| Admin fee / account holder | $175,136 | $16,143+984.9% | $13,411+1205.9% | $10,827+1517.6% |