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 | $384,015 | $214,378+79.1% | $200,582+91.5% | $142,382+169.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.47% | 46.41%-27.9pp | 42.33%-23.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $16,677 | $6,841+143.8% | $6,419+159.8% | $4,299+287.9% |
| Participant deferral / active EE | $21,148 | $9,865+114.4% | $9,331+126.6% | $6,507+225.0% |
| Admin fee / account holder | $5,261 | $17,692-70.3% | $16,305-67.7% | $12,624-58.3% |