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 | $382,423 | $157,256+143.2% | $141,162+170.9% | $152,861+150.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.83% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $36,534 | $5,261+594.4% | $4,735+671.6% | $4,762+667.2% |
| Participant deferral / active EE | $20,346 | $7,109+186.2% | $6,709+203.3% | $5,850+247.8% |
| Admin fee / account holder | $2,713 | $12,120-77.6% | $10,261-73.6% | $11,596-76.6% |