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 | $320,845 | $102,966+211.6% | $90,281+255.4% | $152,861+109.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.31% | 95.16%-71.9pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $8,319 | $3,139+165.0% | $2,854+191.4% | $4,762+74.7% |
| Participant deferral / active EE | $3,093 | $4,281-27.8% | $3,885-20.4% | $5,850-47.1% |
| Admin fee / account holder | $1,410 | $6,171-77.2% | $5,351-73.7% | $11,596-87.8% |