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 | $385,334 | $144,119+167.4% | $117,854+227.0% | $147,584+161.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.26% | 531.15%-518.9pp | 335.08%-322.8pp | 578.55%-566.3pp |
| Employer contribution / active EE | $5,581 | $4,896+14.0% | $3,786+47.4% | $4,876+14.4% |
| Participant deferral / active EE | $11,381 | $5,316+114.1% | $4,482+153.9% | $5,439+109.3% |
| Admin fee / account holder | $23,956 | $10,886+120.1% | $8,020+198.7% | $10,885+120.1% |