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 | $336,437 | $175,202+92.0% | $149,673+124.8% | $139,434+141.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.64% | 166.71%-153.1pp | 134.42%-120.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $10,231 | $5,474+86.9% | $4,818+112.4% | $4,751+115.3% |
| Participant deferral / active EE | $23,222 | $6,519+256.2% | $5,680+308.8% | $6,710+246.1% |
| Admin fee / account holder | $34,433 | $16,150+113.2% | $13,210+160.7% | $11,403+202.0% |