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 | $349,207 | $198,466+76.0% | $170,442+104.9% | $147,584+136.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.73% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $8,333 | $6,184+34.8% | $5,433+53.4% | $4,876+70.9% |
| Participant deferral / active EE | $8,400 | $5,629+49.2% | $4,939+70.1% | $5,439+54.5% |
| Admin fee / account holder | $456 | $16,852-97.3% | $13,880-96.7% | $10,885-95.8% |