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 | $282,451 | $202,432+39.5% | $169,368+66.8% | $139,434+102.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.33% | 531.74%-519.4pp | 405.60%-393.3pp | 372.94%-360.6pp |
| Employer contribution / active EE | $8,100 | $4,692+72.6% | $4,013+101.9% | $4,751+70.5% |
| Participant deferral / active EE | $45,000 | $6,938+548.6% | $6,221+623.3% | $6,710+570.6% |
| Admin fee / account holder | $9,368 | $10,708-12.5% | $9,003+4.1% | $11,403-17.8% |