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 | $480,990 | $157,256+205.9% | $141,162+240.7% | $152,861+214.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.50% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $13,255 | $5,261+152.0% | $4,735+179.9% | $4,762+178.3% |
| Participant deferral / active EE | $13,150 | $7,109+85.0% | $6,709+96.0% | $5,850+124.8% |
| Admin fee / account holder | $13,634 | $12,120+12.5% | $10,261+32.9% | $11,596+17.6% |