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 | $385,662 | $154,117+150.2% | $129,995+196.7% | $139,434+176.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 25.41% | 32.48%-7.1pp | -137.18%+162.6pp | 372.94%-347.5pp |
| Employer contribution / active EE | $17,647 | $5,289+233.7% | $4,320+308.5% | $4,751+271.5% |
| Participant deferral / active EE | $14,740 | $6,710+119.7% | $5,820+153.3% | $6,710+119.7% |
| Admin fee / account holder | $18,036 | $14,007+28.8% | $10,614+69.9% | $11,403+58.2% |