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 | $457,786 | $198,466+130.7% | $170,442+168.6% | $147,584+210.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.41% | 257.29%-243.9pp | 205.93%-192.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $30,462 | $6,184+392.6% | $5,433+460.7% | $4,876+524.7% |
| Participant deferral / active EE | $20,423 | $5,629+262.8% | $4,939+313.5% | $5,439+275.5% |
| Admin fee / account holder | $59,706 | $16,852+254.3% | $13,880+330.1% | $10,885+448.5% |