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 | $342,010 | $177,572+92.6% | $154,803+120.9% | $142,382+140.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 37.87% | 65.07%-27.2pp | 58.88%-21.0pp | 217.08%-179.2pp |
| Employer contribution / active EE | $11,226 | $4,810+133.4% | $4,305+160.7% | $4,299+161.1% |
| Participant deferral / active EE | $10,900 | $6,272+73.8% | $5,540+96.7% | $6,507+67.5% |
| Admin fee / account holder | $6,114 | $16,786-63.6% | $14,329-57.3% | $12,624-51.6% |