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 | $413,267 | $157,256+162.8% | $141,162+192.8% | $152,861+170.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.67% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $9,709 | $5,261+84.5% | $4,735+105.0% | $4,762+103.9% |
| Participant deferral / active EE | $9,276 | $7,109+30.5% | $6,709+38.3% | $5,850+58.6% |
| Admin fee / account holder | $1,474 | $12,120-87.8% | $10,261-85.6% | $11,596-87.3% |