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 | $632,503 | $157,256+302.2% | $141,162+348.1% | $152,861+313.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.88% | 64.32%-42.4pp | 71.39%-49.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $16,482 | $5,261+213.3% | $4,735+248.1% | $4,762+246.1% |
| Participant deferral / active EE | $12,729 | $7,109+79.0% | $6,709+89.7% | $5,850+117.6% |
| Admin fee / account holder | $18,050 | $12,120+48.9% | $10,261+75.9% | $11,596+55.6% |