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 | $319,790 | $209,832+52.4% | $189,513+68.7% | $167,490+90.9% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 17.24% | 748.27%-731.0pp | 555.15%-537.9pp | 478.56%-461.3pp |
| Employer contribution / active EE | $14,625 | $6,914+111.5% | $6,162+137.4% | $4,837+202.3% |
| Participant deferral / active EE | $14,625 | $8,935+63.7% | $8,221+77.9% | $6,341+130.6% |
| Admin fee / account holder | $42,600 | $14,293+198.0% | $12,045+253.7% | $12,309+246.1% |