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 | $285,149 | $165,984+71.8% | $164,813+73.0% | $145,922+95.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.05% | 100.03%-86.0pp | 69.93%-55.9pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,323 | $5,273-18.0% | $4,341-0.4% | $4,660-7.2% |
| Participant deferral / active EE | $12,934 | $6,959+85.9% | $6,031+114.5% | $6,688+93.4% |
| Admin fee / account holder | $8,070 | $16,648-51.5% | $12,690-36.4% | $13,397-39.8% |