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 | $664,138 | $157,256+322.3% | $141,162+370.5% | $152,861+334.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.13% | 64.32%-36.2pp | 71.39%-43.3pp | 345.32%-317.2pp |
| Employer contribution / active EE | $27,342 | $5,261+419.7% | $4,735+477.4% | $4,762+474.1% |
| Participant deferral / active EE | $6,875 | $7,109-3.3% | $6,709+2.5% | $5,850+17.5% |
| Admin fee / account holder | $16,375 | $12,120+35.1% | $10,261+59.6% | $11,596+41.2% |