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 | $339,476 | $132,634+155.9% | $115,768+193.2% | $137,256+147.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.16% | 160.70%-147.5pp | 100.46%-87.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $961 | $3,360-71.4% | $2,940-67.3% | $4,156-76.9% |
| Participant deferral / active EE | $1,639 | $5,619-70.8% | $4,917-66.7% | $6,407-74.4% |
| Admin fee / account holder | $15,028 | $15,0280% | $12,439+20.8% | $12,270+22.5% |