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 | $321,556 | $176,056+82.6% | $159,436+101.7% | $167,490+92.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.20% | 331.75%-317.5pp | 263.57%-249.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $6,280 | $5,297+18.6% | $4,829+30.0% | $4,837+29.8% |
| Participant deferral / active EE | $17,061 | $7,750+120.1% | $7,352+132.1% | $6,341+169.0% |
| Admin fee / account holder | $10,574 | $12,554-15.8% | $10,799-2.1% | $12,309-14.1% |