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 | $309,468 | $176,056+75.8% | $159,436+94.1% | $167,490+84.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.61% | 331.75%-312.1pp | 263.57%-244.0pp | 478.56%-459.0pp |
| Employer contribution / active EE | $46,400 | $5,297+776.0% | $4,829+860.8% | $4,837+859.2% |
| Participant deferral / active EE | $5,422 | $7,750-30.0% | $7,352-26.3% | $6,341-14.5% |
| Admin fee / account holder | $18,447 | $12,554+46.9% | $10,799+70.8% | $12,309+49.9% |