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 | $313,655 | $144,119+117.6% | $117,854+166.1% | $147,584+112.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.73% | 531.15%-518.4pp | 335.08%-322.3pp | 578.55%-565.8pp |
| Employer contribution / active EE | $4,688 | $4,896-4.3% | $3,786+23.8% | $4,876-3.9% |
| Participant deferral / active EE | $5,320 | $5,316+0.1% | $4,482+18.7% | $5,439-2.2% |
| Admin fee / account holder | $3,261 | $10,886-70.0% | $8,020-59.3% | $10,885-70.0% |