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 | $326,184 | $142,405+129.1% | $115,157+183.3% | $152,861+113.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.26% | 41.48%-18.2pp | 35.60%-12.3pp | 345.32%-322.1pp |
| Employer contribution / active EE | $13,280 | $4,010+231.2% | $3,179+317.8% | $4,762+178.9% |
| Participant deferral / active EE | $9,908 | $5,164+91.9% | $4,168+137.7% | $5,850+69.4% |
| Admin fee / account holder | $43,314 | $8,462+411.9% | $7,088+511.1% | $11,596+273.5% |