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 | $367,997 | $176,056+109.0% | $159,436+130.8% | $167,490+119.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.86% | 331.75%-320.9pp | 263.57%-252.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $8,148 | $5,297+53.8% | $4,829+68.7% | $4,837+68.4% |
| Participant deferral / active EE | $11,170 | $7,750+44.1% | $7,352+51.9% | $6,341+76.1% |
| Admin fee / account holder | $111,682 | $12,554+789.6% | $10,799+934.2% | $12,309+807.3% |