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 | $303,020 | $159,602+89.9% | $150,045+102.0% | $142,382+112.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.73% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $15,320 | $4,961+208.8% | $4,693+226.4% | $4,299+256.3% |
| Participant deferral / active EE | $9,980 | $8,310+20.1% | $7,997+24.8% | $6,507+53.4% |
| Admin fee / account holder | $11,032 | $14,846-25.7% | $13,435-17.9% | $12,624-12.6% |