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 | $377,281 | $157,256+139.9% | $141,162+167.3% | $152,861+146.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.14% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $4,976 | $5,261-5.4% | $4,735+5.1% | $4,762+4.5% |
| Participant deferral / active EE | $11,211 | $7,109+57.7% | $6,709+67.1% | $5,850+91.6% |
| Admin fee / account holder | $78,443 | $12,120+547.2% | $10,261+664.5% | $11,596+576.4% |