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 | $328,301 | $138,065+137.8% | $123,544+165.7% | $135,375+142.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.34% | 153.68%-152.3pp | 119.20%-117.9pp | 519.73%-518.4pp |
| Employer contribution / active EE | $2,156 | $5,151-58.2% | $4,628-53.4% | $4,779-54.9% |
| Participant deferral / active EE | $14,020 | $6,799+106.2% | $6,426+118.2% | $5,609+150.0% |
| Admin fee / account holder | $10,899 | $10,916-0.2% | $9,284+17.4% | $10,827+0.7% |