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 | $419,672 | $177,572+136.3% | $154,803+171.1% | $142,382+194.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.46% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $25,800 | $4,810+436.3% | $4,305+499.2% | $4,299+500.1% |
| Participant deferral / active EE | $20,073 | $6,272+220.1% | $5,540+262.3% | $6,507+208.5% |
| Admin fee / account holder | $1,499 | $16,786-91.1% | $14,329-89.5% | $12,624-88.1% |