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 | $412,131 | $217,402+89.6% | $185,823+121.8% | $167,490+146.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.79% | 148.36%-136.6pp | 122.05%-110.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $11,990 | $5,873+104.1% | $5,167+132.0% | $4,837+147.9% |
| Participant deferral / active EE | $8,328 | $6,356+31.0% | $5,568+49.6% | $6,341+31.3% |
| Admin fee / account holder | $2,041 | $19,811-89.7% | $16,237-87.4% | $12,309-83.4% |