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 | $344,943 | $177,572+94.3% | $154,803+122.8% | $142,382+142.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.06% | 65.07%-39.0pp | 58.88%-32.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $5,604 | $4,810+16.5% | $4,305+30.2% | $4,299+30.4% |
| Participant deferral / active EE | $33,598 | $6,272+435.7% | $5,540+506.4% | $6,507+416.3% |
| Admin fee / account holder | $5,545 | $16,786-67.0% | $14,329-61.3% | $12,624-56.1% |