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 | $300,015 | $127,065+136.1% | $113,168+165.1% | $142,382+110.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.52% | 24.03%-10.5pp | 24.27%-10.7pp | 217.08%-203.6pp |
| Employer contribution / active EE | $19,090 | $3,442+454.6% | $2,975+541.6% | $4,299+344.0% |
| Participant deferral / active EE | $16,738 | $5,716+192.8% | $5,107+227.8% | $6,507+157.2% |
| Admin fee / account holder | $65,029 | $15,736+313.3% | $12,068+438.9% | $12,624+415.1% |