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 | $413,964 | $157,256+163.2% | $141,162+193.3% | $152,861+170.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.88% | 64.32%-37.4pp | 71.39%-44.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $7,947 | $5,261+51.1% | $4,735+67.8% | $4,762+66.9% |
| Participant deferral / active EE | $13,425 | $7,109+88.8% | $6,709+100.1% | $5,850+129.5% |
| Admin fee / account holder | $8,827 | $12,120-27.2% | $10,261-14.0% | $11,596-23.9% |