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 | $396,686 | $102,966+285.3% | $90,281+339.4% | $152,861+159.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.10% | 95.16%-82.1pp | 78.10%-65.0pp | 345.32%-332.2pp |
| Employer contribution / active EE | $13,162 | $3,139+319.3% | $2,854+361.1% | $4,762+176.4% |
| Participant deferral / active EE | $1,789 | $4,281-58.2% | $3,885-54.0% | $5,850-69.4% |
| Admin fee / account holder | $13,581 | $6,171+120.1% | $5,351+153.8% | $11,596+17.1% |