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 | $327,348 | $157,256+108.2% | $141,162+131.9% | $152,861+114.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.34% | 64.32%-42.0pp | 71.39%-49.0pp | 345.32%-323.0pp |
| Employer contribution / active EE | $5,532 | $5,261+5.2% | $4,735+16.8% | $4,762+16.2% |
| Participant deferral / active EE | $17,413 | $7,109+144.9% | $6,709+159.6% | $5,850+197.7% |
| Admin fee / account holder | $7,120 | $12,120-41.3% | $10,261-30.6% | $11,596-38.6% |