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 | $448,958 | $157,256+185.5% | $141,162+218.0% | $152,861+193.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.68% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $13,064 | $5,261+148.3% | $4,735+175.9% | $4,762+174.3% |
| Participant deferral / active EE | $11,771 | $7,109+65.6% | $6,709+75.4% | $5,850+101.2% |
| Admin fee / account holder | $3,221 | $12,120-73.4% | $10,261-68.6% | $11,596-72.2% |