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 | $325,873 | $197,591+64.9% | $177,821+83.3% | $158,922+105.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.10% | 58.76%-39.7pp | 48.32%-29.2pp | 302.83%-283.7pp |
| Employer contribution / active EE | $23,350 | $6,697+248.6% | $5,918+294.5% | $4,761+390.4% |
| Participant deferral / active EE | $13,155 | $8,405+56.5% | $7,714+70.5% | $5,982+119.9% |
| Admin fee / account holder | $20,406 | $15,399+32.5% | $12,427+64.2% | $11,246+81.5% |