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 | $362,217 | $105,181+244.4% | $159,436+127.2% | $85,850+321.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.39% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $8,784 | $3,318+164.7% | $4,829+81.9% | $2,565+242.4% |
| Participant deferral / active EE | $10,275 | $5,945+72.8% | $7,352+39.8% | $3,952+160.0% |
| Admin fee / account holder | $6,650 | $6,933-4.1% | $10,799-38.4% | $6,260+6.2% |