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 | $376,531 | $176,056+113.9% | $159,436+136.2% | $167,490+124.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.47% | 331.75%-311.3pp | 263.57%-243.1pp | 478.56%-458.1pp |
| Employer contribution / active EE | $1,568 | $5,297-70.4% | $4,829-67.5% | $4,837-67.6% |
| Participant deferral / active EE | $10,879 | $7,750+40.4% | $7,352+48.0% | $6,341+71.6% |
| Admin fee / account holder | $3,017 | $12,554-76.0% | $10,799-72.1% | $12,309-75.5% |