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 | $371,996 | $157,256+136.6% | $141,162+163.5% | $152,861+143.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.81% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $15,000 | $5,261+185.1% | $4,735+216.8% | $4,762+215.0% |
| Participant deferral / active EE | $16,211 | $7,109+128.0% | $6,709+141.6% | $5,850+177.1% |
| Admin fee / account holder | $6,472 | $12,120-46.6% | $10,261-36.9% | $11,596-44.2% |