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 | $325,228 | $157,256+106.8% | $141,162+130.4% | $152,861+112.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.60% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $10,495 | $5,261+99.5% | $4,735+121.6% | $4,762+120.4% |
| Participant deferral / active EE | $9,340 | $7,109+31.4% | $6,709+39.2% | $5,850+59.7% |
| Admin fee / account holder | $5,554 | $12,120-54.2% | $10,261-45.9% | $11,596-52.1% |