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 | $428,245 | $166,020+157.9% | $164,866+159.8% | $145,959+193.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.73% | 100.08%-88.4pp | 69.97%-58.2pp | 561.95%-550.2pp |
| Employer contribution / active EE | $15,029 | $5,275+184.9% | $4,343+246.1% | $4,661+222.4% |
| Participant deferral / active EE | $11,585 | $6,961+66.4% | $6,033+92.0% | $6,689+73.2% |
| Admin fee / account holder | $10,490 | $16,644-37.0% | $12,689-17.3% | $13,398-21.7% |