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 | $425,271 | $166,020+156.2% | $164,866+157.9% | $145,959+191.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.68% | 100.08%-87.4pp | 69.97%-57.3pp | 561.95%-549.3pp |
| Employer contribution / active EE | $4,208 | $5,275-20.2% | $4,343-3.1% | $4,661-9.7% |
| Participant deferral / active EE | $15,782 | $6,961+126.7% | $6,033+161.6% | $6,689+136.0% |
| Admin fee / account holder | $4,734 | $16,644-71.6% | $12,689-62.7% | $13,398-64.7% |