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 | $413,977 | $183,963+125.0% | $162,163+155.3% | $152,861+170.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.45% | 150.76%-137.3pp | 115.59%-102.1pp | 345.32%-331.9pp |
| Employer contribution / active EE | $4,526 | $6,371-29.0% | $5,614-19.4% | $4,762-5.0% |
| Participant deferral / active EE | $9,347 | $8,034+16.3% | $7,298+28.1% | $5,850+59.8% |
| Admin fee / account holder | $2,817 | $13,121-78.5% | $10,843-74.0% | $11,596-75.7% |