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 | $290,071 | $99,020+192.9% | $86,590+235.0% | $147,584+96.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.58% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,573 | $3,132+14.1% | $2,839+25.8% | $4,876-26.7% |
| Participant deferral / active EE | $10,814 | $3,972+172.2% | $3,609+199.7% | $5,439+98.8% |
| Admin fee / account holder | $1,940 | $5,710-66.0% | $4,906-60.5% | $10,885-82.2% |