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 | $360,180 | $124,281+189.8% | $109,143+230.0% | $167,490+115.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.37% | 26.04%-14.7pp | 25.75%-14.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $18,420 | $4,207+337.8% | $3,722+394.9% | $4,837+280.8% |
| Participant deferral / active EE | $14,658 | $5,255+178.9% | $4,653+215.0% | $6,341+131.2% |
| Admin fee / account holder | $5,119 | $7,970-35.8% | $6,752-24.2% | $12,309-58.4% |