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 | $363,682 | $217,402+67.3% | $185,823+95.7% | $167,490+117.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.99% | 148.36%-128.4pp | 122.05%-102.1pp | 478.56%-458.6pp |
| Employer contribution / active EE | $11,060 | $5,873+88.3% | $5,167+114.0% | $4,837+128.6% |
| Participant deferral / active EE | $6,778 | $6,356+6.6% | $5,568+21.7% | $6,341+6.9% |
| Admin fee / account holder | $45,105 | $19,811+127.7% | $16,237+177.8% | $12,309+266.4% |