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 | $267,738 | $209,411+27.9% | $178,490+50.0% | $158,922+68.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.89% | 188.75%-177.9pp | 151.07%-140.2pp | 302.83%-291.9pp |
| Employer contribution / active EE | $16,950 | $5,706+197.0% | $5,011+238.3% | $4,761+256.0% |
| Participant deferral / active EE | $13,809 | $5,954+131.9% | $5,202+165.5% | $5,982+130.8% |
| Admin fee / account holder | $71,878 | $17,074+321.0% | $13,984+414.0% | $11,246+539.2% |