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 | $346,312 | $165,335+109.5% | $149,696+131.3% | $158,922+117.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.14% | 348.15%-329.0pp | 276.60%-257.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $3,750 | $5,103-26.5% | $4,644-19.3% | $4,761-21.2% |
| Participant deferral / active EE | $4,876 | $7,181-32.1% | $6,842-28.7% | $5,982-18.5% |
| Admin fee / account holder | $53,104 | $10,807+391.4% | $9,309+470.5% | $11,246+372.2% |