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 | $479,832 | $138,065+247.5% | $123,544+288.4% | $135,375+254.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.09% | 153.68%-144.6pp | 119.20%-110.1pp | 519.73%-510.6pp |
| Employer contribution / active EE | $9,777 | $5,151+89.8% | $4,628+111.3% | $4,779+104.6% |
| Participant deferral / active EE | $2,657 | $6,799-60.9% | $6,426-58.7% | $5,609-52.6% |
| Admin fee / account holder | $6,786 | $10,916-37.8% | $9,284-26.9% | $10,827-37.3% |