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 | $406,528 | $152,587+166.4% | $125,175+224.8% | $152,861+165.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.72% | 54.84%-43.1pp | 43.79%-32.1pp | 345.32%-333.6pp |
| Employer contribution / active EE | $8,639 | $4,946+74.7% | $3,865+123.5% | $4,762+81.4% |
| Participant deferral / active EE | $8,754 | $5,868+49.2% | $4,937+77.3% | $5,850+49.6% |
| Admin fee / account holder | $7,901 | $13,434-41.2% | $9,702-18.6% | $11,596-31.9% |