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 | $417,138 | $157,256+165.3% | $141,162+195.5% | $152,861+172.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.73% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $10,530 | $5,261+100.1% | $4,735+122.4% | $4,762+121.1% |
| Participant deferral / active EE | $5,836 | $7,109-17.9% | $6,709-13.0% | $5,850-0.3% |
| Admin fee / account holder | $56,672 | $12,120+367.6% | $10,261+452.3% | $11,596+388.7% |