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 | $258,017 | $183,963+40.3% | $162,163+59.1% | $152,861+68.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.19% | 150.76%-127.6pp | 115.59%-92.4pp | 345.32%-322.1pp |
| Employer contribution / active EE | $32,783 | $6,371+414.6% | $5,614+484.0% | $4,762+588.4% |
| Participant deferral / active EE | $22,000 | $8,034+173.8% | $7,298+201.5% | $5,850+276.1% |
| Admin fee / account holder | $4,153 | $13,121-68.4% | $10,843-61.7% | $11,596-64.2% |