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 | $339,580 | $173,345+95.9% | $136,007+149.7% | $145,922+132.7% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.27% | 1163.32%-1150.0pp | 579.32%-566.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $11,179 | $5,278+111.8% | $4,217+165.1% | $4,660+139.9% |
| Participant deferral / active EE | $11,850 | $8,699+36.2% | $7,025+68.7% | $6,688+77.2% |
| Admin fee / account holder | $5,981 | $9,954-39.9% | $6,858-12.8% | $13,397-55.4% |