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 | $319,967 | $198,466+61.2% | $170,442+87.7% | $147,584+116.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.95% | 257.29%-233.3pp | 205.93%-182.0pp | 578.55%-554.6pp |
| Employer contribution / active EE | $7,597 | $6,184+22.8% | $5,433+39.8% | $4,876+55.8% |
| Participant deferral / active EE | $8,707 | $5,629+54.7% | $4,939+76.3% | $5,439+60.1% |
| Admin fee / account holder | $997 | $16,852-94.1% | $13,880-92.8% | $10,885-90.8% |