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 | $348,052 | $157,256+121.3% | $141,162+146.6% | $152,861+127.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.00% | 64.32%-38.3pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,176 | $5,261-39.6% | $4,735-32.9% | $4,762-33.3% |
| Participant deferral / active EE | $14,522 | $7,109+104.3% | $6,709+116.5% | $5,850+148.2% |
| Admin fee / account holder | $11,514 | $12,120-5.0% | $10,261+12.2% | $11,596-0.7% |