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 | $452,785 | $173,345+161.2% | $136,007+232.9% | $145,922+210.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.29% | 1163.32%-1149.0pp | 579.32%-565.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $14,279 | $5,278+170.5% | $4,217+238.6% | $4,660+206.4% |
| Participant deferral / active EE | $22,170 | $8,699+154.9% | $7,025+215.6% | $6,688+231.5% |
| Admin fee / account holder | $21,866 | $9,954+119.7% | $6,858+218.8% | $13,397+63.2% |