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 | $647,507 | $197,825+227.3% | $155,790+315.6% | $125,391+416.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.91% | 86.74%-85.8pp | 71.54%-70.6pp | 282.22%-281.3pp |
| Employer contribution / active EE | $19,020 | $4,847+292.4% | $3,836+395.8% | $4,866+290.9% |
| Participant deferral / active EE | $12,000 | $5,630+113.1% | $4,797+150.2% | $5,352+124.2% |
| Admin fee / account holder | $15,701 | $9,545+64.5% | $7,478+110.0% | $9,540+64.6% |