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 | $445,339 | $176,056+153.0% | $159,436+179.3% | $167,490+165.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.16% | 331.75%-309.6pp | 263.57%-241.4pp | 478.56%-456.4pp |
| Employer contribution / active EE | $14,215 | $5,297+168.4% | $4,829+194.3% | $4,837+193.9% |
| Participant deferral / active EE | $15,211 | $7,750+96.3% | $7,352+106.9% | $6,341+139.9% |
| Admin fee / account holder | $106,391 | $12,554+747.5% | $10,799+885.2% | $12,309+764.3% |