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 | $338,342 | $198,466+70.5% | $170,442+98.5% | $147,584+129.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.34% | 257.29%-247.0pp | 205.93%-195.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $5,617 | $6,184-9.2% | $5,433+3.4% | $4,876+15.2% |
| Participant deferral / active EE | $24,000 | $5,629+326.3% | $4,939+385.9% | $5,439+341.3% |
| Admin fee / account holder | $23,225 | $16,852+37.8% | $13,880+67.3% | $10,885+113.4% |