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 | $308,881 | $165,335+86.8% | $149,696+106.3% | $158,922+94.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.55% | 348.15%-339.6pp | 276.60%-268.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $25,000 | $5,103+389.9% | $4,644+438.3% | $4,761+425.1% |
| Participant deferral / active EE | $26,462 | $7,181+268.5% | $6,842+286.8% | $5,982+342.3% |
| Admin fee / account holder | $2,363 | $10,807-78.1% | $9,309-74.6% | $11,246-79.0% |