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 | $384,021 | $157,256+144.2% | $141,162+172.0% | $152,861+151.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 41.51% | 64.32%-22.8pp | 71.39%-29.9pp | 345.32%-303.8pp |
| Employer contribution / active EE | $44,051 | $5,261+737.3% | $4,735+830.3% | $4,762+825.0% |
| Participant deferral / active EE | $17,750 | $7,109+149.7% | $6,709+164.6% | $5,850+203.4% |
| Admin fee / account holder | $420,794 | $12,120+3371.9% | $10,261+4000.8% | $11,596+3528.6% |