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 | $310,478 | $159,602+94.5% | $150,045+106.9% | $142,382+118.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.85% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $20,474 | $4,961+312.7% | $4,693+336.3% | $4,299+376.2% |
| Participant deferral / active EE | $11,617 | $8,310+39.8% | $7,997+45.3% | $6,507+78.5% |
| Admin fee / account holder | $6,228 | $14,846-58.0% | $13,435-53.6% | $12,624-50.7% |