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 | $332,332 | $176,056+88.8% | $159,436+108.4% | $167,490+98.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.48% | 331.75%-311.3pp | 263.57%-243.1pp | 478.56%-458.1pp |
| Employer contribution / active EE | $3,870 | $5,297-26.9% | $4,829-19.9% | $4,837-20.0% |
| Participant deferral / active EE | $7,967 | $7,750+2.8% | $7,352+8.4% | $6,341+25.6% |
| Admin fee / account holder | $65,403 | $12,554+421.0% | $10,799+505.7% | $12,309+431.3% |