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 | $320,550 | $198,466+61.5% | $170,442+88.1% | $147,584+117.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.01% | 257.29%-242.3pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $17,963 | $6,184+190.5% | $5,433+230.6% | $4,876+268.4% |
| Participant deferral / active EE | $24,000 | $5,629+326.3% | $4,939+385.9% | $5,439+341.3% |
| Admin fee / account holder | $2,350 | $16,852-86.1% | $13,880-83.1% | $10,885-78.4% |