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 | $307,425 | $176,056+74.6% | $159,436+92.8% | $167,490+83.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.31% | 331.75%-314.4pp | 263.57%-246.3pp | 478.56%-461.2pp |
| Employer contribution / active EE | $12,694 | $5,297+139.6% | $4,829+162.9% | $4,837+162.4% |
| Participant deferral / active EE | $12,095 | $7,750+56.1% | $7,352+64.5% | $6,341+90.7% |
| Admin fee / account holder | $12,032 | $12,554-4.2% | $10,799+11.4% | $12,309-2.2% |