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 | $350,601 | $112,881+210.6% | $90,951+285.5% | $158,922+120.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 24.34% | 215.79%-191.5pp | 134.60%-110.3pp | 302.83%-278.5pp |
| Employer contribution / active EE | $8,337 | $2,893+188.2% | $2,122+292.9% | $4,761+75.1% |
| Participant deferral / active EE | $5,237 | $4,128+26.9% | $3,373+55.3% | $5,982-12.4% |
| Admin fee / account holder | $117,495 | $8,041+1361.2% | $5,959+1871.9% | $11,246+944.8% |