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 | $412,886 | $179,726+129.7% | $156,263+164.2% | $142,382+190.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.47% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $12,052 | $5,069+137.7% | $4,333+178.1% | $4,299+180.3% |
| Participant deferral / active EE | $9,904 | $6,956+42.4% | $6,158+60.8% | $6,507+52.2% |
| Admin fee / account holder | $29,020 | $17,272+68.0% | $14,255+103.6% | $12,624+129.9% |