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 | $295,002 | $154,117+91.4% | $129,995+126.9% | $139,434+111.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.95% | 32.48%-14.5pp | -137.18%+155.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $7,688 | $5,289+45.4% | $4,320+78.0% | $4,751+61.8% |
| Participant deferral / active EE | $15,254 | $6,710+127.3% | $5,820+162.1% | $6,710+127.3% |
| Admin fee / account holder | $13,790 | $14,007-1.5% | $10,614+29.9% | $11,403+20.9% |