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 | $410,236 | $183,519+123.5% | $155,509+163.8% | $145,922+181.1% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 12.31% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $18,029 | $5,313+239.4% | $4,672+285.9% | $4,660+286.9% |
| Participant deferral / active EE | $13,914 | $6,462+115.3% | $5,626+147.3% | $6,688+108.0% |
| Admin fee / account holder | $7,579 | $19,313-60.8% | $15,912-52.4% | $13,397-43.4% |