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 | $327,570 | $97,757+235.1% | $83,848+290.7% | $135,375+142.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 11.89% | 1287.37%-1275.5pp | 850.88%-839.0pp | 519.73%-507.8pp |
| Employer contribution / active EE | $11,066 | $4,222+162.1% | $3,631+204.8% | $4,779+131.6% |
| Participant deferral / active EE | $12,496 | $4,682+166.9% | $4,082+206.2% | $5,609+122.8% |
| Admin fee / account holder | $1,045 | $6,674-84.3% | $5,478-80.9% | $10,827-90.3% |