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 | $334,707 | $177,572+88.5% | $154,803+116.2% | $142,382+135.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.29% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $25,757 | $4,810+435.4% | $4,305+498.2% | $4,299+499.1% |
| Participant deferral / active EE | $2,635 | $6,272-58.0% | $5,540-52.4% | $6,507-59.5% |
| Admin fee / account holder | $1,550 | $16,786-90.8% | $14,329-89.2% | $12,624-87.7% |