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 | $379,335 | $169,032+124.4% | $129,207+193.6% | $145,922+160.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.21% | 14330.11%-14315.9pp | 9417.33%-9403.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $22,957 | $5,537+314.6% | $4,153+452.7% | $4,660+392.7% |
| Participant deferral / active EE | $25,382 | $4,987+408.9% | $4,168+509.0% | $6,688+279.5% |
| Admin fee / account holder | $2,161 | $9,954-78.3% | $7,715-72.0% | $13,397-83.9% |