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 | $388,165 | $198,466+95.6% | $170,442+127.7% | $147,584+163.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.95% | 257.29%-246.3pp | 205.93%-195.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $8,954 | $6,184+44.8% | $5,433+64.8% | $4,876+83.6% |
| Participant deferral / active EE | $10,494 | $5,629+86.4% | $4,939+112.5% | $5,439+93.0% |
| Admin fee / account holder | $2,282 | $16,852-86.5% | $13,880-83.6% | $10,885-79.0% |