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 | $405,394 | $157,256+157.8% | $141,162+187.2% | $152,861+165.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.58% | 64.32%-48.7pp | 71.39%-55.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $4,814 | $5,261-8.5% | $4,735+1.7% | $4,762+1.1% |
| Participant deferral / active EE | $4,577 | $7,109-35.6% | $6,709-31.8% | $5,850-21.8% |
| Admin fee / account holder | $16,291 | $12,120+34.4% | $10,261+58.8% | $11,596+40.5% |