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 | $379,706 | $217,402+74.7% | $185,823+104.3% | $167,490+126.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.34% | 148.36%-129.0pp | 122.05%-102.7pp | 478.56%-459.2pp |
| Employer contribution / active EE | $13,590 | $5,873+131.4% | $5,167+163.0% | $4,837+180.9% |
| Participant deferral / active EE | $8,356 | $6,356+31.5% | $5,568+50.1% | $6,341+31.8% |
| Admin fee / account holder | $62,849 | $19,811+217.2% | $16,237+287.1% | $12,309+410.6% |