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 | $364,045 | $157,256+131.5% | $141,162+157.9% | $152,861+138.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.64% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,763 | $5,261-66.5% | $4,735-62.8% | $4,762-63.0% |
| Participant deferral / active EE | $6,496 | $7,109-8.6% | $6,709-3.2% | $5,850+11.0% |
| Admin fee / account holder | $12,194 | $12,120+0.6% | $10,261+18.8% | $11,596+5.2% |