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 | $351,472 | $165,984+111.8% | $164,813+113.3% | $145,922+140.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.10% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,537 | $5,273-51.9% | $4,341-41.6% | $4,660-45.6% |
| Participant deferral / active EE | $5,911 | $6,959-15.1% | $6,031-2.0% | $6,688-11.6% |
| Admin fee / account holder | $43,940 | $16,648+163.9% | $12,690+246.3% | $13,397+228.0% |