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 | $368,262 | $157,256+134.2% | $141,162+160.9% | $152,861+140.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.10% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $7,567 | $5,261+43.8% | $4,735+59.8% | $4,762+58.9% |
| Participant deferral / active EE | $7,519 | $7,109+5.8% | $6,709+12.1% | $5,850+28.5% |
| Admin fee / account holder | $28,571 | $12,120+135.7% | $10,261+178.4% | $11,596+146.4% |