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 | $372,426 | $177,572+109.7% | $154,803+140.6% | $142,382+161.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.07% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,385 | $4,810-50.4% | $4,305-44.6% | $4,299-44.5% |
| Participant deferral / active EE | $8,970 | $6,272+43.0% | $5,540+61.9% | $6,507+37.9% |
| Admin fee / account holder | $84,365 | $16,786+402.6% | $14,329+488.8% | $12,624+568.3% |