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 | $453,484 | $157,256+188.4% | $141,162+221.3% | $152,861+196.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.25% | 64.32%-40.1pp | 71.39%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $14,420 | $5,261+174.1% | $4,735+204.5% | $4,762+202.8% |
| Participant deferral / active EE | $0 | $7,109-100.0% | $6,709-100.0% | $5,850-100.0% |
| Admin fee / account holder | $12,839 | $12,120+5.9% | $10,261+25.1% | $11,596+10.7% |