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 | $269,703 | $217,402+24.1% | $185,823+45.1% | $167,490+61.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.99% | 148.36%-138.4pp | 122.05%-112.1pp | 478.56%-468.6pp |
| Employer contribution / active EE | $6,878 | $5,873+17.1% | $5,167+33.1% | $4,837+42.2% |
| Participant deferral / active EE | $8,885 | $6,356+39.8% | $5,568+59.6% | $6,341+40.1% |
| Admin fee / account holder | $177,769 | $19,811+797.3% | $16,237+994.8% | $12,309+1344.2% |