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 | $319,954 | $177,572+80.2% | $154,803+106.7% | $142,382+124.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.18% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $12,973 | $4,810+169.7% | $4,305+201.3% | $4,299+201.8% |
| Participant deferral / active EE | $9,381 | $6,272+49.6% | $5,540+69.3% | $6,507+44.2% |
| Admin fee / account holder | $2,120 | $16,786-87.4% | $14,329-85.2% | $12,624-83.2% |