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 | $334,681 | $157,256+112.8% | $141,162+137.1% | $152,861+118.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.50% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $6,031 | $5,261+14.6% | $4,735+27.4% | $4,762+26.6% |
| Participant deferral / active EE | $12,968 | $7,109+82.4% | $6,709+93.3% | $5,850+121.7% |
| Admin fee / account holder | $27,481 | $12,120+126.7% | $10,261+167.8% | $11,596+137.0% |