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 | $312,171 | $217,402+43.6% | $185,823+68.0% | $167,490+86.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.85% | 148.36%-136.5pp | 122.05%-110.2pp | 478.56%-466.7pp |
| Employer contribution / active EE | $10,970 | $5,873+86.8% | $5,167+112.3% | $4,837+126.8% |
| Participant deferral / active EE | $8,676 | $6,356+36.5% | $5,568+55.8% | $6,341+36.8% |
| Admin fee / account holder | $2,855 | $19,811-85.6% | $16,237-82.4% | $12,309-76.8% |