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 | $585,470 | $157,256+272.3% | $141,162+314.8% | $152,861+283.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.91% | 64.32%-48.4pp | 71.39%-55.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $13,988 | $5,261+165.9% | $4,735+195.4% | $4,762+193.7% |
| Participant deferral / active EE | $17,250 | $7,109+142.6% | $6,709+157.1% | $5,850+194.9% |
| Admin fee / account holder | $3,199 | $12,120-73.6% | $10,261-68.8% | $11,596-72.4% |