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 | $318,923 | $159,602+99.8% | $150,045+112.6% | $142,382+124.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.87% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,976 | $4,961-60.2% | $4,693-57.9% | $4,299-54.0% |
| Participant deferral / active EE | $15,414 | $8,310+85.5% | $7,997+92.7% | $6,507+136.9% |
| Admin fee / account holder | $60,297 | $14,846+306.1% | $13,435+348.8% | $12,624+377.6% |