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 | $385,522 | $177,572+117.1% | $154,803+149.0% | $142,382+170.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.77% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $12,674 | $4,810+163.5% | $4,305+194.4% | $4,299+194.8% |
| Participant deferral / active EE | $12,475 | $6,272+98.9% | $5,540+125.2% | $6,507+91.7% |
| Admin fee / account holder | $42,361 | $16,786+152.4% | $14,329+195.6% | $12,624+235.6% |