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 | $432,540 | $217,402+99.0% | $185,823+132.8% | $167,490+158.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.31% | 148.36%-133.1pp | 122.05%-106.7pp | 478.56%-463.3pp |
| Employer contribution / active EE | $12,560 | $5,873+113.9% | $5,167+143.1% | $4,837+159.6% |
| Participant deferral / active EE | $12,481 | $6,356+96.4% | $5,568+124.2% | $6,341+96.8% |
| Admin fee / account holder | $12,121 | $19,811-38.8% | $16,237-25.4% | $12,309-1.5% |