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 | $514,179 | $157,256+227.0% | $141,162+264.2% | $152,861+236.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 15.41% | 64.32%-48.9pp | 71.39%-56.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $11,321 | $5,261+115.2% | $4,735+139.1% | $4,762+137.7% |
| Participant deferral / active EE | $13,578 | $7,109+91.0% | $6,709+102.4% | $5,850+132.1% |
| Admin fee / account holder | $365,513 | $12,120+2915.8% | $10,261+3462.1% | $11,596+3051.9% |