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 | $264,667 | $132,634+99.5% | $115,768+128.6% | $137,256+92.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.95% | 160.70%-147.8pp | 100.46%-87.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $4,006 | $3,360+19.2% | $2,940+36.3% | $4,156-3.6% |
| Participant deferral / active EE | $11,308 | $5,619+101.3% | $4,917+130.0% | $6,407+76.5% |
| Admin fee / account holder | $49,222 | $15,028+227.5% | $12,439+295.7% | $12,270+301.1% |