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 | $320,436 | $138,065+132.1% | $123,544+159.4% | $135,375+136.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.54% | 153.68%-143.1pp | 119.20%-108.7pp | 519.73%-509.2pp |
| Employer contribution / active EE | $10,347 | $5,151+100.8% | $4,628+123.6% | $4,779+116.5% |
| Participant deferral / active EE | $12,220 | $6,799+79.7% | $6,426+90.2% | $5,609+117.9% |
| Admin fee / account holder | $5,830 | $10,916-46.6% | $9,284-37.2% | $10,827-46.1% |