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 | $424,309 | $133,922+216.8% | $116,228+265.1% | $142,382+198.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.66% | 147.76%-135.1pp | 90.06%-77.4pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,373 | $3,446-31.1% | $2,994-20.8% | $4,299-44.8% |
| Participant deferral / active EE | $11,009 | $5,672+94.1% | $4,953+122.3% | $6,507+69.2% |
| Admin fee / account holder | $42,069 | $14,945+181.5% | $11,989+250.9% | $12,624+233.3% |