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 | $399,231 | $138,065+189.2% | $123,544+223.1% | $135,375+194.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.64% | 153.68%-152.0pp | 119.20%-117.6pp | 519.73%-518.1pp |
| Employer contribution / active EE | $962 | $5,151-81.3% | $4,628-79.2% | $4,779-79.9% |
| Participant deferral / active EE | $9,090 | $6,799+33.7% | $6,426+41.5% | $5,609+62.1% |
| Admin fee / account holder | $18,491 | $10,916+69.4% | $9,284+99.2% | $10,827+70.8% |