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 | $318,172 | $227,553+39.8% | $189,557+67.9% | $167,490+90.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 36.58% | 78.40%-41.8pp | 64.17%-27.6pp | 478.56%-442.0pp |
| Employer contribution / active EE | $30,125 | $5,316+466.7% | $4,412+582.7% | $4,837+522.7% |
| Participant deferral / active EE | $20,313 | $7,002+190.1% | $6,174+229.0% | $6,341+220.3% |
| Admin fee / account holder | $16,908 | $11,878+42.3% | $9,807+72.4% | $12,309+37.4% |