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 | $210,698+40.1% | $178,014+65.9% | $145,959+102.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.67% | 386.27%-366.6pp | 294.80%-275.1pp | 561.95%-542.3pp |
| Employer contribution / active EE | $4,399 | $4,567-3.7% | $3,950+11.4% | $4,661-5.6% |
| Participant deferral / active EE | $13,944 | $6,958+100.4% | $6,276+122.2% | $6,689+108.5% |
| Admin fee / account holder | $36,920 | $12,016+207.3% | $10,362+256.3% | $13,398+175.6% |