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 | $433,958 | $176,056+146.5% | $159,436+172.2% | $167,490+159.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.03% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $15,928 | $5,297+200.7% | $4,829+229.8% | $4,837+229.3% |
| Participant deferral / active EE | $11,842 | $7,750+52.8% | $7,352+61.1% | $6,341+86.7% |
| Admin fee / account holder | $15,781 | $12,554+25.7% | $10,799+46.1% | $12,309+28.2% |