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 | $296,580 | $108,919+172.3% | $100,391+195.4% | $145,922+103.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.05% | 57.88%-45.8pp | 49.20%-37.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,230 | $4,419-26.9% | $3,942-18.1% | $4,660-30.7% |
| Participant deferral / active EE | $14,886 | $8,445+76.3% | $8,082+84.2% | $6,688+122.6% |
| Admin fee / account holder | $851 | $9,689-91.2% | $7,899-89.2% | $13,397-93.6% |