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 | $388,019 | $157,256+146.7% | $141,162+174.9% | $152,861+153.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.49% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $17,320 | $5,261+229.2% | $4,735+265.8% | $4,762+263.7% |
| Participant deferral / active EE | $10,807 | $7,109+52.0% | $6,709+61.1% | $5,850+84.7% |
| Admin fee / account holder | $19,823 | $12,120+63.6% | $10,261+93.2% | $11,596+70.9% |