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 | $325,735 | $159,901+103.7% | $146,958+121.7% | $145,922+123.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.64% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $32,647 | $5,286+517.6% | $4,933+561.8% | $4,660+600.6% |
| Participant deferral / active EE | $26,660 | $8,428+216.3% | $8,070+230.4% | $6,688+298.6% |
| Admin fee / account holder | $3,098 | $15,044-79.4% | $12,998-76.2% | $13,397-76.9% |