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 | $300,002 | $198,466+51.2% | $170,442+76.0% | $147,584+103.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.39% | 257.29%-234.9pp | 205.93%-183.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $3,767 | $6,184-39.1% | $5,433-30.7% | $4,876-22.8% |
| Participant deferral / active EE | $9,857 | $5,629+75.1% | $4,939+99.6% | $5,439+81.2% |
| Admin fee / account holder | $4,143 | $16,852-75.4% | $13,880-70.1% | $10,885-61.9% |