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 | $324,579 | $157,256+106.4% | $141,162+129.9% | $152,861+112.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.07% | 64.32%-43.3pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $18,595 | $5,261+253.5% | $4,735+292.7% | $4,762+290.5% |
| Participant deferral / active EE | $6,758 | $7,109-4.9% | $6,709+0.7% | $5,850+15.5% |
| Admin fee / account holder | $18,237 | $12,120+50.5% | $10,261+77.7% | $11,596+57.3% |