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 | $303,793 | $167,484+81.4% | $151,611+100.4% | $134,475+125.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.33% | 7.80%-16.1pp | 3.33%-11.7pp | 417.96%-426.3pp |
| Employer contribution / active EE | $20,872 | $6,829+205.6% | $6,166+238.5% | $4,740+340.4% |
| Participant deferral / active EE | $15,038 | $8,986+67.3% | $8,363+79.8% | $6,400+135.0% |
| Admin fee / account holder | $400 | $13,783-97.1% | $11,616-96.6% | $11,426-96.5% |