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 | $275,496 | $114,381+140.9% | $107,525+156.2% | $142,382+93.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.22% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $12,339 | $4,015+207.4% | $3,754+228.7% | $4,299+187.0% |
| Participant deferral / active EE | $10,090 | $5,564+81.3% | $5,116+97.2% | $6,507+55.1% |
| Admin fee / account holder | $26,124 | $9,860+164.9% | $8,919+192.9% | $12,624+106.9% |