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 | $306,262 | $168,632+81.6% | $147,614+107.5% | $125,391+144.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.19% | 77.65%-77.5pp | 61.98%-61.8pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,985 | $6,252-52.3% | $5,564-46.3% | $4,866-38.6% |
| Participant deferral / active EE | $9,723 | $5,507+76.6% | $4,895+98.6% | $5,352+81.7% |
| Admin fee / account holder | $4,541 | $13,580-66.6% | $11,611-60.9% | $9,540-52.4% |