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 | $379,404 | $138,065+174.8% | $123,544+207.1% | $135,375+180.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 25.92% | 153.68%-127.8pp | 119.20%-93.3pp | 519.73%-493.8pp |
| Employer contribution / active EE | $3,442 | $5,151-33.2% | $4,628-25.6% | $4,779-28.0% |
| Participant deferral / active EE | $13,826 | $6,799+103.4% | $6,426+115.2% | $5,609+146.5% |
| Admin fee / account holder | $3,333 | $10,916-69.5% | $9,284-64.1% | $10,827-69.2% |