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 | $319,877 | $112,096+185.4% | $95,952+233.4% | $158,922+101.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 32.63% | 171.09%-138.5pp | 91.61%-59.0pp | 302.83%-270.2pp |
| Employer contribution / active EE | $6,289 | $3,198+96.6% | $2,541+147.5% | $4,761+32.1% |
| Participant deferral / active EE | $10,669 | $4,784+123.0% | $4,167+156.0% | $5,982+78.3% |
| Admin fee / account holder | $26,704 | $10,130+163.6% | $6,795+293.0% | $11,246+137.5% |