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 | $422,166 | $176,056+139.8% | $159,436+164.8% | $167,490+152.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.62% | 331.75%-313.1pp | 263.57%-244.9pp | 478.56%-459.9pp |
| Employer contribution / active EE | $19,524 | $5,297+268.6% | $4,829+304.3% | $4,837+303.6% |
| Participant deferral / active EE | $11,514 | $7,750+48.6% | $7,352+56.6% | $6,341+81.6% |
| Admin fee / account holder | $14,775 | $12,554+17.7% | $10,799+36.8% | $12,309+20.0% |