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 | $403,751 | $157,256+156.7% | $141,162+186.0% | $152,861+164.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.22% | 64.32%-33.1pp | 71.39%-40.2pp | 345.32%-314.1pp |
| Employer contribution / active EE | $3,778 | $5,261-28.2% | $4,735-20.2% | $4,762-20.7% |
| Participant deferral / active EE | $11,127 | $7,109+56.5% | $6,709+65.9% | $5,850+90.2% |
| Admin fee / account holder | $6,615 | $12,120-45.4% | $10,261-35.5% | $11,596-43.0% |