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 | $388,992 | $217,402+78.9% | $185,823+109.3% | $167,490+132.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.32% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $45,000 | $5,873+666.2% | $5,167+770.9% | $4,837+830.2% |
| Participant deferral / active EE | $14,083 | $6,356+121.6% | $5,568+152.9% | $6,341+122.1% |
| Admin fee / account holder | $13,644 | $19,811-31.1% | $16,237-16.0% | $12,309+10.8% |