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 | $332,541 | $138,065+140.9% | $123,544+169.2% | $135,375+145.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.13% | 153.68%-151.6pp | 119.20%-117.1pp | 519.73%-517.6pp |
| Employer contribution / active EE | $23,333 | $5,151+353.0% | $4,628+404.2% | $4,779+388.3% |
| Participant deferral / active EE | $5,333 | $6,799-21.6% | $6,426-17.0% | $5,609-4.9% |
| Admin fee / account holder | $11,537 | $10,916+5.7% | $9,284+24.3% | $10,827+6.6% |