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 | $537,230 | $176,056+205.1% | $159,436+237.0% | $167,490+220.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.53% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $12,014 | $5,297+126.8% | $4,829+148.8% | $4,837+148.3% |
| Participant deferral / active EE | $14,525 | $7,750+87.4% | $7,352+97.6% | $6,341+129.1% |
| Admin fee / account holder | $9,696 | $12,554-22.8% | $10,799-10.2% | $12,309-21.2% |