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 | $498,182 | $138,044+260.9% | $125,339+297.5% | $134,475+270.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 21.05% | 750.33%-729.3pp | 572.05%-551.0pp | 417.96%-396.9pp |
| Employer contribution / active EE | $8,335 | $5,243+59.0% | $4,814+73.2% | $4,740+75.9% |
| Participant deferral / active EE | $8,335 | $7,799+6.9% | $7,446+11.9% | $6,400+30.2% |
| Admin fee / account holder | $12,836 | $11,571+10.9% | $10,010+28.2% | $11,426+12.3% |