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 | $427,059 | $176,056+142.6% | $159,436+167.9% | $167,490+155.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.65% | 331.75%-321.1pp | 263.57%-252.9pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,252 | $5,297-76.4% | $4,829-74.1% | $4,837-74.1% |
| Participant deferral / active EE | $6,629 | $7,750-14.5% | $7,352-9.8% | $6,341+4.5% |
| Admin fee / account holder | $248,897 | $12,554+1882.6% | $10,799+2204.9% | $12,309+1922.1% |