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 | $333,167 | $115,770+187.8% | $101,248+229.1% | $158,922+109.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 43.05% | 56.14%-13.1pp | 46.47%-3.4pp | 302.83%-259.8pp |
| Employer contribution / active EE | $12,187 | $4,175+191.9% | $3,660+233.0% | $4,761+156.0% |
| Participant deferral / active EE | $11,147 | $4,957+124.9% | $4,370+155.1% | $5,982+86.3% |
| Admin fee / account holder | $496 | $7,245-93.2% | $5,945-91.7% | $11,246-95.6% |