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 | $468,448 | $157,256+197.9% | $141,162+231.9% | $152,861+206.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.87% | 64.32%-41.5pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $7,046 | $5,261+33.9% | $4,735+48.8% | $4,762+47.9% |
| Participant deferral / active EE | $11,938 | $7,109+67.9% | $6,709+77.9% | $5,850+104.1% |
| Admin fee / account holder | $6,903 | $12,120-43.0% | $10,261-32.7% | $11,596-40.5% |