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 | $310,704 | $157,256+97.6% | $141,162+120.1% | $152,861+103.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.87% | 64.32%-43.5pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $8,304 | $5,261+57.8% | $4,735+75.4% | $4,762+74.4% |
| Participant deferral / active EE | $7,600 | $7,109+6.9% | $6,709+13.3% | $5,850+29.9% |
| Admin fee / account holder | $1,972 | $12,120-83.7% | $10,261-80.8% | $11,596-83.0% |