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 | $301,190 | $144,119+109.0% | $117,854+155.6% | $147,584+104.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.78% | 531.15%-516.4pp | 335.08%-320.3pp | 578.55%-563.8pp |
| Employer contribution / active EE | $20,084 | $4,896+310.2% | $3,786+430.5% | $4,876+311.9% |
| Participant deferral / active EE | $10,407 | $5,316+95.8% | $4,482+132.2% | $5,439+91.3% |
| Admin fee / account holder | $30,970 | $10,886+184.5% | $8,020+286.2% | $10,885+184.5% |