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 | $389,177 | $165,335+135.4% | $149,696+160.0% | $158,922+144.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.80% | 348.15%-325.4pp | 276.60%-253.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $25,000 | $5,103+389.9% | $4,644+438.3% | $4,761+425.1% |
| Participant deferral / active EE | $19,064 | $7,181+165.5% | $6,842+178.6% | $5,982+218.7% |
| Admin fee / account holder | $1,321 | $10,807-87.8% | $9,309-85.8% | $11,246-88.3% |