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 | $312,000 | $159,602+95.5% | $150,045+107.9% | $142,382+119.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.52% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $13,637 | $4,961+174.9% | $4,693+190.6% | $4,299+217.2% |
| Participant deferral / active EE | $11,812 | $8,310+42.1% | $7,997+47.7% | $6,507+81.5% |
| Admin fee / account holder | $29,856 | $14,846+101.1% | $13,435+122.2% | $12,624+136.5% |