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 | $449,914 | $157,256+186.1% | $141,162+218.7% | $152,861+194.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.02% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,622 | $5,261-50.2% | $4,735-44.6% | $4,762-44.9% |
| Participant deferral / active EE | $5,143 | $7,109-27.7% | $6,709-23.3% | $5,850-12.1% |
| Admin fee / account holder | $63,165 | $12,120+421.2% | $10,261+515.6% | $11,596+444.7% |