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 | $370,645 | $157,256+135.7% | $141,162+162.6% | $152,861+142.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.74% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $11,924 | $5,261+126.7% | $4,735+151.8% | $4,762+150.4% |
| Participant deferral / active EE | $11,145 | $7,109+56.8% | $6,709+66.1% | $5,850+90.5% |
| Admin fee / account holder | $10,403 | $12,120-14.2% | $10,261+1.4% | $11,596-10.3% |