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 | $390,654 | $197,591+97.7% | $177,821+119.7% | $158,922+145.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.56% | 58.76%-44.2pp | 48.32%-33.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $24,763 | $6,697+269.7% | $5,918+318.4% | $4,761+420.1% |
| Participant deferral / active EE | $19,297 | $8,405+129.6% | $7,714+150.2% | $5,982+222.6% |
| Admin fee / account holder | $7,052 | $15,399-54.2% | $12,427-43.3% | $11,246-37.3% |