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 | $326,530 | $198,466+64.5% | $170,442+91.6% | $147,584+121.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.44% | 257.29%-235.8pp | 205.93%-184.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $17,047 | $6,184+175.7% | $5,433+213.8% | $4,876+249.6% |
| Participant deferral / active EE | $8,292 | $5,629+47.3% | $4,939+67.9% | $5,439+52.5% |
| Admin fee / account holder | $4,441 | $16,852-73.6% | $13,880-68.0% | $10,885-59.2% |