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 | $517,456 | $176,056+193.9% | $159,436+224.6% | $167,490+208.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.83% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $15,648 | $5,297+195.4% | $4,829+224.0% | $4,837+223.5% |
| Participant deferral / active EE | $12,459 | $7,750+60.8% | $7,352+69.5% | $6,341+96.5% |
| Admin fee / account holder | $3,281 | $12,554-73.9% | $10,799-69.6% | $12,309-73.3% |