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 | $299,454 | $152,460+96.4% | $118,746+152.2% | $147,584+102.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 17.67% | 17.41%+0.3pp | 24.54%-6.9pp | 578.55%-560.9pp |
| Employer contribution / active EE | $7,269 | $5,046+44.1% | $4,193+73.4% | $4,876+49.1% |
| Participant deferral / active EE | $18,814 | $6,212+202.8% | $5,332+252.8% | $5,439+245.9% |
| Admin fee / account holder | $17,797 | $16,953+5.0% | $10,720+66.0% | $10,885+63.5% |