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 | $332,227 | $165,984+100.2% | $164,813+101.6% | $145,922+127.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.78% | 100.03%-84.2pp | 69.93%-54.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $6,091 | $5,273+15.5% | $4,341+40.3% | $4,660+30.7% |
| Participant deferral / active EE | $12,810 | $6,959+84.1% | $6,031+112.4% | $6,688+91.5% |
| Admin fee / account holder | $5,886 | $16,648-64.6% | $12,690-53.6% | $13,397-56.1% |