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 | $428,280 | $157,256+172.3% | $141,162+203.4% | $152,861+180.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.07% | 64.32%-35.3pp | 71.39%-42.3pp | 345.32%-316.3pp |
| Employer contribution / active EE | $15,672 | $5,261+197.9% | $4,735+231.0% | $4,762+229.1% |
| Participant deferral / active EE | $12,865 | $7,109+81.0% | $6,709+91.8% | $5,850+119.9% |
| Admin fee / account holder | $1,942 | $12,120-84.0% | $10,261-81.1% | $11,596-83.3% |