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 | $310,129 | $157,256+97.2% | $141,162+119.7% | $152,861+102.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.85% | 64.32%-42.5pp | 71.39%-49.5pp | 345.32%-323.5pp |
| Employer contribution / active EE | $13,059 | $5,261+148.2% | $4,735+175.8% | $4,762+174.2% |
| Participant deferral / active EE | $13,584 | $7,109+91.1% | $6,709+102.5% | $5,850+132.2% |
| Admin fee / account holder | $33,858 | $12,120+179.4% | $10,261+230.0% | $11,596+192.0% |