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 | $280,741 | $148,534+89.0% | $135,903+106.6% | $139,434+101.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.41% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $6,289 | $5,243+19.9% | $4,856+29.5% | $4,751+32.4% |
| Participant deferral / active EE | $12,723 | $8,100+57.1% | $7,758+64.0% | $6,710+89.6% |
| Admin fee / account holder | $79,479 | $12,400+541.0% | $10,762+638.5% | $11,403+597.0% |