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 | $331,268 | $157,256+110.7% | $141,162+134.7% | $152,861+116.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.40% | 64.32%-45.9pp | 71.39%-53.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $12,427 | $5,261+136.2% | $4,735+162.4% | $4,762+160.9% |
| Participant deferral / active EE | $9,783 | $7,109+37.6% | $6,709+45.8% | $5,850+67.2% |
| Admin fee / account holder | $3,048 | $12,120-74.9% | $10,261-70.3% | $11,596-73.7% |