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 | $314,724 | $157,256+100.1% | $141,162+123.0% | $152,861+105.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.77% | 64.32%-39.6pp | 71.39%-46.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $7,078 | $5,261+34.5% | $4,735+49.5% | $4,762+48.6% |
| Participant deferral / active EE | $14,672 | $7,109+106.4% | $6,709+118.7% | $5,850+150.8% |
| Admin fee / account holder | $20,499 | $12,120+69.1% | $10,261+99.8% | $11,596+76.8% |