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 | $411,376 | $100,773+308.2% | $88,946+362.5% | $142,382+188.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.76% | 70.18%-54.4pp | 57.82%-42.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,894 | $2,918+33.5% | $2,555+52.4% | $4,299-9.4% |
| Participant deferral / active EE | $13,023 | $5,230+149.0% | $4,581+184.3% | $6,507+100.1% |
| Admin fee / account holder | $5,318 | $9,693-45.1% | $8,261-35.6% | $12,624-57.9% |