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 | $301,425 | $173,345+73.9% | $136,007+121.6% | $145,922+106.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.52% | 1163.32%-1149.8pp | 579.32%-565.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $6,226 | $5,278+17.9% | $4,217+47.7% | $4,660+33.6% |
| Participant deferral / active EE | $13,641 | $8,699+56.8% | $7,025+94.2% | $6,688+104.0% |
| Admin fee / account holder | $5,565 | $9,954-44.1% | $6,858-18.9% | $13,397-58.5% |