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 | $304,642 | $102,966+195.9% | $90,281+237.4% | $152,861+99.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.98% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,788 | $3,139-43.0% | $2,854-37.4% | $4,762-62.5% |
| Participant deferral / active EE | $4,118 | $4,281-3.8% | $3,885+6.0% | $5,850-29.6% |
| Admin fee / account holder | $12,524 | $6,171+103.0% | $5,351+134.0% | $11,596+8.0% |