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 | $458,141 | $179,726+154.9% | $156,263+193.2% | $142,382+221.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.11% | 77.86%-61.7pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $18,025 | $5,069+255.6% | $4,333+316.0% | $4,299+319.3% |
| Participant deferral / active EE | $9,603 | $6,956+38.1% | $6,158+55.9% | $6,507+47.6% |
| Admin fee / account holder | $2,790 | $17,272-83.8% | $14,255-80.4% | $12,624-77.9% |