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 | $266,211 | $180,449+47.5% | $154,107+72.7% | $135,375+96.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.11% | 888.09%-887.0pp | 735.12%-734.0pp | 519.73%-518.6pp |
| Employer contribution / active EE | $14,316 | $6,035+137.2% | $5,298+170.2% | $4,779+199.6% |
| Participant deferral / active EE | $4,679 | $5,806-19.4% | $5,081-7.9% | $5,609-16.6% |
| Admin fee / account holder | $157,282 | $16,143+874.3% | $13,411+1072.8% | $10,827+1352.7% |