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 | $283,377 | $157,256+80.2% | $141,162+100.7% | $152,861+85.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.45% | 64.32%-48.9pp | 71.39%-55.9pp | 345.32%-329.9pp |
| Employer contribution / active EE | $15,870 | $5,261+201.7% | $4,735+235.2% | $4,762+233.2% |
| Participant deferral / active EE | $10,240 | $7,109+44.0% | $6,709+52.6% | $5,850+75.0% |
| Admin fee / account holder | $111,954 | $12,120+823.7% | $10,261+991.0% | $11,596+865.4% |