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 | $365,028 | $157,256+132.1% | $141,162+158.6% | $152,861+138.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.57% | 64.32%-46.8pp | 71.39%-53.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $8,750 | $5,261+66.3% | $4,735+84.8% | $4,762+83.7% |
| Participant deferral / active EE | $7,369 | $7,109+3.6% | $6,709+9.8% | $5,850+26.0% |
| Admin fee / account holder | $3,740 | $12,120-69.1% | $10,261-63.5% | $11,596-67.7% |