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 | $256,258 | $217,402+17.9% | $185,823+37.9% | $167,490+53.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.11% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $15,697 | $5,873+167.3% | $5,167+203.8% | $4,837+224.5% |
| Participant deferral / active EE | $16,700 | $6,356+162.7% | $5,568+199.9% | $6,341+163.4% |
| Admin fee / account holder | $12,644 | $19,811-36.2% | $16,237-22.1% | $12,309+2.7% |