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 | $310,831 | $217,402+43.0% | $185,823+67.3% | $167,490+85.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.98% | 148.36%-129.4pp | 122.05%-103.1pp | 478.56%-459.6pp |
| Employer contribution / active EE | $26,061 | $5,873+343.7% | $5,167+404.3% | $4,837+438.7% |
| Participant deferral / active EE | $26,000 | $6,356+309.0% | $5,568+367.0% | $6,341+310.0% |
| Admin fee / account holder | $1,541 | $19,811-92.2% | $16,237-90.5% | $12,309-87.5% |