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 | $285,533 | $198,466+43.9% | $170,442+67.5% | $147,584+93.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.31% | 257.29%-244.0pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $6,983 | $6,184+12.9% | $5,433+28.5% | $4,876+43.2% |
| Participant deferral / active EE | $6,231 | $5,629+10.7% | $4,939+26.1% | $5,439+14.6% |
| Admin fee / account holder | $38,165 | $16,852+126.5% | $13,880+175.0% | $10,885+250.6% |