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 | $394,209 | $198,466+98.6% | $170,442+131.3% | $147,584+167.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.04% | 257.29%-240.3pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $10,625 | $6,184+71.8% | $5,433+95.6% | $4,876+117.9% |
| Participant deferral / active EE | $12,600 | $5,629+123.8% | $4,939+155.1% | $5,439+131.7% |
| Admin fee / account holder | $3,323 | $16,852-80.3% | $13,880-76.1% | $10,885-69.5% |