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 | $338,445 | $198,466+70.5% | $170,442+98.6% | $147,584+129.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.59% | 257.29%-242.7pp | 205.93%-191.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $18,816 | $6,184+204.3% | $5,433+246.3% | $4,876+285.9% |
| Participant deferral / active EE | $16,061 | $5,629+185.3% | $4,939+225.2% | $5,439+195.3% |
| Admin fee / account holder | $14,609 | $16,852-13.3% | $13,880+5.2% | $10,885+34.2% |