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 | $337,985 | $157,256+114.9% | $141,162+139.4% | $152,861+121.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.63% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $10,141 | $5,261+92.8% | $4,735+114.2% | $4,762+112.9% |
| Participant deferral / active EE | $5,332 | $7,109-25.0% | $6,709-20.5% | $5,850-8.9% |
| Admin fee / account holder | $3,500 | $12,120-71.1% | $10,261-65.9% | $11,596-69.8% |