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 | $339,435 | $165,984+104.5% | $164,813+106.0% | $145,922+132.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.47% | 100.03%-86.6pp | 69.93%-56.5pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,839 | $5,273-46.2% | $4,341-34.6% | $4,660-39.1% |
| Participant deferral / active EE | $5,784 | $6,959-16.9% | $6,031-4.1% | $6,688-13.5% |
| Admin fee / account holder | $29,602 | $16,648+77.8% | $12,690+133.3% | $13,397+121.0% |