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 | $440,609 | $217,402+102.7% | $185,823+137.1% | $167,490+163.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.38% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,803 | $5,873-52.3% | $5,167-45.8% | $4,837-42.1% |
| Participant deferral / active EE | $10,133 | $6,356+59.4% | $5,568+82.0% | $6,341+59.8% |
| Admin fee / account holder | $78,650 | $19,811+297.0% | $16,237+384.4% | $12,309+539.0% |