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 | $335,640 | $177,572+89.0% | $154,803+116.8% | $142,382+135.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.38% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $13,731 | $4,810+185.4% | $4,305+218.9% | $4,299+219.4% |
| Participant deferral / active EE | $7,469 | $6,272+19.1% | $5,540+34.8% | $6,507+14.8% |
| Admin fee / account holder | $13,982 | $16,786-16.7% | $14,329-2.4% | $12,624+10.8% |