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 | $310,539 | $97,757+217.7% | $83,848+270.4% | $135,375+129.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.45% | 1287.37%-1276.9pp | 850.88%-840.4pp | 519.73%-509.3pp |
| Employer contribution / active EE | $24,745 | $4,222+486.2% | $3,631+581.5% | $4,779+417.8% |
| Participant deferral / active EE | $9,155 | $4,682+95.5% | $4,082+124.3% | $5,609+63.2% |
| Admin fee / account holder | $13,775 | $6,674+106.4% | $5,478+151.5% | $10,827+27.2% |