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 | $282,058 | $140,940+100.1% | $112,229+151.3% | $139,434+102.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.99% | 32.71%-19.7pp | 30.20%-17.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $4,520 | $4,283+5.5% | $3,430+31.8% | $4,751-4.9% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $69,147 | $9,954+594.7% | $7,748+792.4% | $11,403+506.4% |