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 | $309,468 | $197,591+56.6% | $177,821+74.0% | $158,922+94.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.64% | 58.76%-44.1pp | 48.32%-33.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $10,978 | $6,697+63.9% | $5,918+85.5% | $4,761+130.6% |
| Participant deferral / active EE | $12,528 | $8,405+49.1% | $7,714+62.4% | $5,982+109.4% |
| Admin fee / account holder | $77,283 | $15,399+401.9% | $12,427+521.9% | $11,246+587.2% |