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 | $285,121 | $179,726+58.6% | $156,263+82.5% | $142,382+100.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.03% | 77.86%-65.8pp | 59.47%-47.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $17,617 | $5,069+247.5% | $4,333+306.6% | $4,299+309.8% |
| Participant deferral / active EE | $21,441 | $6,956+208.2% | $6,158+248.2% | $6,507+229.5% |
| Admin fee / account holder | $159,995 | $17,272+826.3% | $14,255+1022.4% | $12,624+1167.4% |