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 | $378,014 | $144,119+162.3% | $117,854+220.7% | $147,584+156.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.17% | 531.15%-512.0pp | 335.08%-315.9pp | 578.55%-559.4pp |
| Employer contribution / active EE | $2,329 | $4,896-52.4% | $3,786-38.5% | $4,876-52.2% |
| Participant deferral / active EE | $21,000 | $5,316+295.0% | $4,482+368.6% | $5,439+286.1% |
| Admin fee / account holder | $6,549 | $10,886-39.8% | $8,020-18.3% | $10,885-39.8% |