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 | $468,853 | $157,256+198.1% | $141,162+232.1% | $152,861+206.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.06% | 64.32%-38.3pp | 71.39%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $13,000 | $5,261+147.1% | $4,735+174.6% | $4,762+173.0% |
| Participant deferral / active EE | $8,375 | $7,109+17.8% | $6,709+24.8% | $5,850+43.2% |
| Admin fee / account holder | $7,403 | $12,120-38.9% | $10,261-27.9% | $11,596-36.2% |