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 | $445,342 | $198,466+124.4% | $170,442+161.3% | $147,584+201.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.06% | 257.29%-242.2pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,482 | $6,184-43.7% | $5,433-35.9% | $4,876-28.6% |
| Participant deferral / active EE | $12,645 | $5,629+124.6% | $4,939+156.0% | $5,439+132.5% |
| Admin fee / account holder | $18,025 | $16,852+7.0% | $13,880+29.9% | $10,885+65.6% |