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 | $517,349 | $226,064+128.9% | $182,532+183.4% | $152,861+238.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 13.47% | 192.51%-179.0pp | 148.54%-135.1pp | 345.32%-331.8pp |
| Employer contribution / active EE | $8,476 | $4,978+70.3% | $4,076+107.9% | $4,762+78.0% |
| Participant deferral / active EE | $14,450 | $6,368+126.9% | $5,524+161.6% | $5,850+147.0% |
| Admin fee / account holder | $2,564 | $10,703-76.0% | $8,592-70.2% | $11,596-77.9% |