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 | $284,635 | $180,449+57.7% | $154,107+84.7% | $135,375+110.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.45% | 888.09%-887.6pp | 735.12%-734.7pp | 519.73%-519.3pp |
| Employer contribution / active EE | $11,838 | $6,035+96.2% | $5,298+123.5% | $4,779+147.7% |
| Participant deferral / active EE | $13,108 | $5,806+125.8% | $5,081+158.0% | $5,609+133.7% |
| Admin fee / account holder | $357,055 | $16,143+2111.9% | $13,411+2562.4% | $10,827+3197.8% |