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 | $362,222 | $175,202+106.7% | $149,673+142.0% | $139,434+159.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.20% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $8,660 | $5,474+58.2% | $4,818+79.7% | $4,751+82.3% |
| Participant deferral / active EE | $10,253 | $6,519+57.3% | $5,680+80.5% | $6,710+52.8% |
| Admin fee / account holder | $2,115 | $16,150-86.9% | $13,210-84.0% | $11,403-81.5% |