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 | $384,383 | $177,572+116.5% | $154,803+148.3% | $142,382+170.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.03% | 65.07%-51.0pp | 58.88%-44.9pp | 217.08%-203.0pp |
| Employer contribution / active EE | $9,293 | $4,810+93.2% | $4,305+115.9% | $4,299+116.2% |
| Participant deferral / active EE | $7,294 | $6,272+16.3% | $5,540+31.7% | $6,507+12.1% |
| Admin fee / account holder | $10,744 | $16,786-36.0% | $14,329-25.0% | $12,624-14.9% |