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 | $420,084 | $157,256+167.1% | $141,162+197.6% | $152,861+174.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.85% | 64.32%-41.5pp | 71.39%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $4,627 | $5,261-12.1% | $4,735-2.3% | $4,762-2.8% |
| Participant deferral / active EE | $14,665 | $7,109+106.3% | $6,709+118.6% | $5,850+150.7% |
| Admin fee / account holder | $3,819 | $12,120-68.5% | $10,261-62.8% | $11,596-67.1% |