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 | $382,883 | $232,540+64.7% | $185,117+106.8% | $147,584+159.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.93% | 43.03%-24.1pp | 40.50%-21.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $8,653 | $5,195+66.6% | $4,182+106.9% | $4,876+77.5% |
| Participant deferral / active EE | $8,175 | $5,834+40.1% | $5,045+62.0% | $5,439+50.3% |
| Admin fee / account holder | $3,391 | $10,275-67.0% | $8,159-58.4% | $10,885-68.9% |