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 | $295,278 | $210,648+40.2% | $177,989+65.9% | $145,922+102.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.67% | 385.86%-366.2pp | 294.48%-274.8pp | 561.29%-541.6pp |
| Employer contribution / active EE | $4,399 | $4,565-3.6% | $3,949+11.4% | $4,660-5.6% |
| Participant deferral / active EE | $13,944 | $6,958+100.4% | $6,276+122.2% | $6,688+108.5% |
| Admin fee / account holder | $36,920 | $12,013+207.3% | $10,363+256.3% | $13,397+175.6% |