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 | $454,187 | $176,056+158.0% | $159,436+184.9% | $167,490+171.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.13% | 331.75%-320.6pp | 263.57%-252.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $13,151 | $5,297+148.3% | $4,829+172.3% | $4,837+171.9% |
| Participant deferral / active EE | $18,394 | $7,750+137.3% | $7,352+150.2% | $6,341+190.1% |
| Admin fee / account holder | $5,380 | $12,554-57.1% | $10,799-50.2% | $12,309-56.3% |