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 | $416,032 | $157,256+164.6% | $141,162+194.7% | $152,861+172.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.45% | 64.32%-36.9pp | 71.39%-43.9pp | 345.32%-317.9pp |
| Employer contribution / active EE | $9,605 | $5,261+82.6% | $4,735+102.9% | $4,762+101.7% |
| Participant deferral / active EE | $12,592 | $7,109+77.1% | $6,709+87.7% | $5,850+115.3% |
| Admin fee / account holder | $3,781 | $12,120-68.8% | $10,261-63.1% | $11,596-67.4% |