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 | $506,045 | $157,256+221.8% | $141,162+258.5% | $152,861+231.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.66% | 64.32%-43.7pp | 71.39%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,173 | $5,261-39.7% | $4,735-33.0% | $4,762-33.4% |
| Participant deferral / active EE | $10,963 | $7,109+54.2% | $6,709+63.4% | $5,850+87.4% |
| Admin fee / account holder | $7,152 | $12,120-41.0% | $10,261-30.3% | $11,596-38.3% |