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 | $258,769 | $198,466+30.4% | $170,442+51.8% | $147,584+75.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.73% | 257.29%-241.6pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $16,137 | $6,184+161.0% | $5,433+197.0% | $4,876+230.9% |
| Participant deferral / active EE | $7,526 | $5,629+33.7% | $4,939+52.4% | $5,439+38.4% |
| Admin fee / account holder | $966 | $16,852-94.3% | $13,880-93.0% | $10,885-91.1% |