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 | $408,904 | $217,402+88.1% | $185,823+120.1% | $167,490+144.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.40% | 148.36%-136.0pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $11,522 | $5,873+96.2% | $5,167+123.0% | $4,837+138.2% |
| Participant deferral / active EE | $8,104 | $6,356+27.5% | $5,568+45.5% | $6,341+27.8% |
| Admin fee / account holder | $1,876 | $19,811-90.5% | $16,237-88.4% | $12,309-84.8% |