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 | $530,631 | $157,256+237.4% | $141,162+275.9% | $152,861+247.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.05% | 64.32%-39.3pp | 71.39%-46.3pp | 345.32%-320.3pp |
| Employer contribution / active EE | $30,063 | $5,261+471.4% | $4,735+534.9% | $4,762+531.3% |
| Participant deferral / active EE | $12,803 | $7,109+80.1% | $6,709+90.8% | $5,850+118.9% |
| Admin fee / account holder | $1,671 | $12,120-86.2% | $10,261-83.7% | $11,596-85.6% |