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 | $361,242 | $157,256+129.7% | $141,162+155.9% | $152,861+136.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.93% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $10,152 | $5,261+93.0% | $4,735+114.4% | $4,762+113.2% |
| Participant deferral / active EE | $10,198 | $7,109+43.5% | $6,709+52.0% | $5,850+74.3% |
| Admin fee / account holder | $98,959 | $12,120+716.5% | $10,261+864.4% | $11,596+753.4% |