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 | $373,343 | $157,256+137.4% | $141,162+164.5% | $152,861+144.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 111.31% | 64.32%+47.0pp | 71.39%+39.9pp | 345.32%-234.0pp |
| Employer contribution / active EE | $3,023 | $5,261-42.5% | $4,735-36.2% | $4,762-36.5% |
| Participant deferral / active EE | $9,216 | $7,109+29.6% | $6,709+37.4% | $5,850+57.5% |
| Admin fee / account holder | $13,568 | $12,120+11.9% | $10,261+32.2% | $11,596+17.0% |