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 | $362,207 | $157,256+130.3% | $141,162+156.6% | $152,861+137.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.52% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $12,411 | $5,261+135.9% | $4,735+162.1% | $4,762+160.6% |
| Participant deferral / active EE | $14,880 | $7,109+109.3% | $6,709+121.8% | $5,850+154.4% |
| Admin fee / account holder | $6,558 | $12,120-45.9% | $10,261-36.1% | $11,596-43.4% |