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 | $349,965 | $226,064+54.8% | $182,532+91.7% | $152,861+128.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.43% | 192.51%-170.1pp | 148.54%-126.1pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,425 | $4,978-51.3% | $4,076-40.5% | $4,762-49.1% |
| Participant deferral / active EE | $8,956 | $6,368+40.6% | $5,524+62.1% | $5,850+53.1% |
| Admin fee / account holder | $2,944 | $10,703-72.5% | $8,592-65.7% | $11,596-74.6% |