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 | $356,795 | $157,256+126.9% | $141,162+152.8% | $152,861+133.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.99% | 64.32%-46.3pp | 71.39%-53.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $14,264 | $5,261+171.1% | $4,735+201.2% | $4,762+199.5% |
| Participant deferral / active EE | $9,977 | $7,109+40.3% | $6,709+48.7% | $5,850+70.5% |
| Admin fee / account holder | $84,977 | $12,120+601.1% | $10,261+728.1% | $11,596+632.8% |