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 | $351,098 | $157,256+123.3% | $141,162+148.7% | $152,861+129.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.51% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $5,309 | $5,261+0.9% | $4,735+12.1% | $4,762+11.5% |
| Participant deferral / active EE | $13,295 | $7,109+87.0% | $6,709+98.2% | $5,850+127.3% |
| Admin fee / account holder | $11,283 | $12,120-6.9% | $10,261+10.0% | $11,596-2.7% |