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 | $449,826 | $157,256+186.0% | $141,162+218.7% | $152,861+194.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.07% | 64.32%-45.3pp | 71.39%-52.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $25,080 | $5,261+376.7% | $4,735+429.7% | $4,762+426.6% |
| Participant deferral / active EE | $15,200 | $7,109+113.8% | $6,709+126.6% | $5,850+159.8% |
| Admin fee / account holder | $18,143 | $12,120+49.7% | $10,261+76.8% | $11,596+56.5% |