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 | $308,226 | $108,919+183.0% | $100,391+207.0% | $145,922+111.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.28% | 57.88%-41.6pp | 49.20%-32.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,426 | $4,419+0.2% | $3,942+12.3% | $4,660-5.0% |
| Participant deferral / active EE | $12,954 | $8,445+53.4% | $8,082+60.3% | $6,688+93.7% |
| Admin fee / account holder | $12,292 | $9,689+26.9% | $7,899+55.6% | $13,397-8.2% |