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 | $262,262 | $209,411+25.2% | $178,490+46.9% | $158,922+65.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.61% | 188.75%-169.1pp | 151.07%-131.5pp | 302.83%-283.2pp |
| Employer contribution / active EE | $10,892 | $5,706+90.9% | $5,011+117.4% | $4,761+128.8% |
| Participant deferral / active EE | $11,375 | $5,954+91.0% | $5,202+118.7% | $5,982+90.1% |
| Admin fee / account holder | $1,152 | $17,074-93.3% | $13,984-91.8% | $11,246-89.8% |