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 | $355,083 | $173,345+104.8% | $136,007+161.1% | $145,922+143.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.96% | 1163.32%-1153.4pp | 579.32%-569.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $4,310 | $5,278-18.4% | $4,217+2.2% | $4,660-7.5% |
| Participant deferral / active EE | $15,086 | $8,699+73.4% | $7,025+114.7% | $6,688+125.6% |
| Admin fee / account holder | $1,401 | $9,954-85.9% | $6,858-79.6% | $13,397-89.5% |