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 | $349,201 | $177,572+96.7% | $154,803+125.6% | $142,382+145.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.05% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $16,484 | $4,810+242.7% | $4,305+282.9% | $4,299+283.4% |
| Participant deferral / active EE | $12,252 | $6,272+95.4% | $5,540+121.1% | $6,507+88.3% |
| Admin fee / account holder | $29,871 | $16,786+78.0% | $14,329+108.5% | $12,624+136.6% |