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 | $391,372 | $157,256+148.9% | $141,162+177.3% | $152,861+156.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.47% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $8,675 | $5,261+64.9% | $4,735+83.2% | $4,762+82.1% |
| Participant deferral / active EE | $6,698 | $7,109-5.8% | $6,709-0.2% | $5,850+14.5% |
| Admin fee / account holder | $1,689 | $12,120-86.1% | $10,261-83.5% | $11,596-85.4% |