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 | $292,812 | $148,534+97.1% | $135,903+115.5% | $139,434+110.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.43% | 79.19%-66.8pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $16,569 | $5,243+216.0% | $4,856+241.2% | $4,751+248.8% |
| Participant deferral / active EE | $8,563 | $8,100+5.7% | $7,758+10.4% | $6,710+27.6% |
| Admin fee / account holder | $17,040 | $12,400+37.4% | $10,762+58.3% | $11,403+49.4% |