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 | $389,672 | $198,466+96.3% | $170,442+128.6% | $147,584+164.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.77% | 257.29%-239.5pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $44,534 | $6,184+620.2% | $5,433+719.7% | $4,876+813.3% |
| Participant deferral / active EE | $22,433 | $5,629+298.5% | $4,939+354.1% | $5,439+312.5% |
| Admin fee / account holder | $24,361 | $16,852+44.6% | $13,880+75.5% | $10,885+123.8% |