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 | $352,881 | $165,984+112.6% | $164,813+114.1% | $145,922+141.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.31% | 100.03%-83.7pp | 69.93%-53.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $11,942 | $5,273+126.5% | $4,341+175.1% | $4,660+156.3% |
| Participant deferral / active EE | $6,164 | $6,959-11.4% | $6,031+2.2% | $6,688-7.8% |
| Admin fee / account holder | $6,961 | $16,648-58.2% | $12,690-45.1% | $13,397-48.0% |