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 | $360,359 | $157,256+129.2% | $141,162+155.3% | $152,861+135.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.09% | 64.32%-46.2pp | 71.39%-53.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $9,305 | $5,261+76.9% | $4,735+96.5% | $4,762+95.4% |
| Participant deferral / active EE | $9,453 | $7,109+33.0% | $6,709+40.9% | $5,850+61.6% |
| Admin fee / account holder | $2,227 | $12,120-81.6% | $10,261-78.3% | $11,596-80.8% |