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 | $407,689 | $165,984+145.6% | $164,813+147.4% | $145,922+179.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.62% | 100.03%-84.4pp | 69.93%-54.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,175 | $5,273-39.8% | $4,341-26.9% | $4,660-31.9% |
| Participant deferral / active EE | $13,061 | $6,959+87.7% | $6,031+116.5% | $6,688+95.3% |
| Admin fee / account holder | $5,349 | $16,648-67.9% | $12,690-57.9% | $13,397-60.1% |