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 | $354,984 | $105,181+237.5% | $159,436+122.6% | $85,850+313.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.52% | 45.07%-28.5pp | 263.57%-247.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $10,659 | $3,318+221.2% | $4,829+120.7% | $2,565+315.5% |
| Participant deferral / active EE | $13,221 | $5,945+122.4% | $7,352+79.8% | $3,952+234.6% |
| Admin fee / account holder | $2,333 | $6,933-66.4% | $10,799-78.4% | $6,260-62.7% |