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 | $284,538 | $198,466+43.4% | $170,442+66.9% | $147,584+92.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.17% | 257.29%-244.1pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $8,880 | $6,184+43.6% | $5,433+63.5% | $4,876+82.1% |
| Participant deferral / active EE | $20,986 | $5,629+272.8% | $4,939+324.9% | $5,439+285.9% |
| Admin fee / account holder | $7,475 | $16,852-55.6% | $13,880-46.1% | $10,885-31.3% |