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 | $312,289 | $157,256+98.6% | $141,162+121.2% | $152,861+104.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.35% | 64.32%-44.0pp | 71.39%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,534 | $5,261-51.8% | $4,735-46.5% | $4,762-46.8% |
| Participant deferral / active EE | $12,855 | $7,109+80.8% | $6,709+91.6% | $5,850+119.7% |
| Admin fee / account holder | $29,799 | $12,120+145.9% | $10,261+190.4% | $11,596+157.0% |