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 | $324,883 | $165,335+96.5% | $149,696+117.0% | $158,922+104.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.20% | 348.15%-339.9pp | 276.60%-268.4pp | 302.83%-294.6pp |
| Employer contribution / active EE | $11,749 | $5,103+130.2% | $4,644+153.0% | $4,761+146.8% |
| Participant deferral / active EE | $13,800 | $7,181+92.2% | $6,842+101.7% | $5,982+130.7% |
| Admin fee / account holder | $5,451 | $10,807-49.6% | $9,309-41.4% | $11,246-51.5% |