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 | $372,396 | $157,256+136.8% | $141,162+163.8% | $152,861+143.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.13% | 64.32%-48.2pp | 71.39%-55.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $13,629 | $5,261+159.1% | $4,735+187.8% | $4,762+186.2% |
| Participant deferral / active EE | $9,558 | $7,109+34.4% | $6,709+42.5% | $5,850+63.4% |
| Admin fee / account holder | $12,640 | $12,120+4.3% | $10,261+23.2% | $11,596+9.0% |