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 | $329,542 | $115,770+184.7% | $101,248+225.5% | $158,922+107.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.46% | 56.14%-47.7pp | 46.47%-38.0pp | 302.83%-294.4pp |
| Employer contribution / active EE | $3,055 | $4,175-26.8% | $3,660-16.5% | $4,761-35.8% |
| Participant deferral / active EE | $5,215 | $4,957+5.2% | $4,370+19.3% | $5,982-12.8% |
| Admin fee / account holder | $64,520 | $7,245+790.5% | $5,945+985.2% | $11,246+473.7% |