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 | $340,107 | $148,534+129.0% | $135,903+150.3% | $139,434+143.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.11% | 79.19%-64.1pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $10,661 | $5,243+103.3% | $4,856+119.5% | $4,751+124.4% |
| Participant deferral / active EE | $11,834 | $8,100+46.1% | $7,758+52.5% | $6,710+76.4% |
| Admin fee / account holder | $116,426 | $12,400+838.9% | $10,762+981.8% | $11,403+921.1% |