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 | $342,444 | $176,056+94.5% | $159,436+114.8% | $167,490+104.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.17% | 331.75%-320.6pp | 263.57%-252.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $18,056 | $5,297+240.9% | $4,829+273.9% | $4,837+273.2% |
| Participant deferral / active EE | $3,114 | $7,750-59.8% | $7,352-57.7% | $6,341-50.9% |
| Admin fee / account holder | $8,835 | $12,554-29.6% | $10,799-18.2% | $12,309-28.2% |