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 | $337,427 | $217,402+55.2% | $185,823+81.6% | $167,490+101.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.20% | 148.36%-134.2pp | 122.05%-107.9pp | 478.56%-464.4pp |
| Employer contribution / active EE | $11,330 | $5,873+92.9% | $5,167+119.3% | $4,837+134.2% |
| Participant deferral / active EE | $7,898 | $6,356+24.3% | $5,568+41.9% | $6,341+24.6% |
| Admin fee / account holder | $17,753 | $19,811-10.4% | $16,237+9.3% | $12,309+44.2% |