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 | $387,125 | $114,381+238.5% | $107,525+260.0% | $142,382+171.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.61% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $10,041 | $4,015+150.1% | $3,754+167.5% | $4,299+133.6% |
| Participant deferral / active EE | $10,715 | $5,564+92.6% | $5,116+109.5% | $6,507+64.7% |
| Admin fee / account holder | $14,228 | $9,860+44.3% | $8,919+59.5% | $12,624+12.7% |