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 | $351,375 | $157,256+123.4% | $141,162+148.9% | $152,861+129.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.63% | 64.32%-36.7pp | 71.39%-43.8pp | 345.32%-317.7pp |
| Employer contribution / active EE | $14,253 | $5,261+170.9% | $4,735+201.0% | $4,762+199.3% |
| Participant deferral / active EE | $15,815 | $7,109+122.4% | $6,709+135.7% | $5,850+170.3% |
| Admin fee / account holder | $2,385 | $12,120-80.3% | $10,261-76.8% | $11,596-79.4% |