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 | $288,356 | $217,402+32.6% | $185,823+55.2% | $167,490+72.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.07% | 148.36%-130.3pp | 122.05%-104.0pp | 478.56%-460.5pp |
| Employer contribution / active EE | $14,354 | $5,873+144.4% | $5,167+177.8% | $4,837+196.7% |
| Participant deferral / active EE | $17,940 | $6,356+182.2% | $5,568+222.2% | $6,341+182.9% |
| Admin fee / account holder | $4,164 | $19,811-79.0% | $16,237-74.4% | $12,309-66.2% |