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 | $357,736 | $177,572+101.5% | $154,803+131.1% | $142,382+151.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.46% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $21,738 | $4,810+351.9% | $4,305+404.9% | $4,299+405.6% |
| Participant deferral / active EE | $14,000 | $6,272+123.2% | $5,540+152.7% | $6,507+115.1% |
| Admin fee / account holder | $10,411 | $16,786-38.0% | $14,329-27.3% | $12,624-17.5% |