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 | $372,564 | $138,065+169.8% | $123,544+201.6% | $135,375+175.2% |
| 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 | $1,707 | $5,151-66.9% | $4,628-63.1% | $4,779-64.3% |
| Participant deferral / active EE | $3,480 | $6,799-48.8% | $6,426-45.8% | $5,609-38.0% |
| Admin fee / account holder | $116,898 | $10,916+970.9% | $9,284+1159.2% | $10,827+979.7% |