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 | $311,211 | $183,519+69.6% | $155,509+100.1% | $145,922+113.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.77% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $12,706 | $5,313+139.2% | $4,672+171.9% | $4,660+172.7% |
| Participant deferral / active EE | $10,697 | $6,462+65.5% | $5,626+90.1% | $6,688+59.9% |
| Admin fee / account holder | $54,774 | $19,313+183.6% | $15,912+244.2% | $13,397+308.9% |