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 | $369,250 | $217,402+69.8% | $185,823+98.7% | $167,490+120.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.33% | 148.36%-137.0pp | 122.05%-110.7pp | 478.56%-467.2pp |
| Employer contribution / active EE | $20,376 | $5,873+246.9% | $5,167+294.3% | $4,837+321.2% |
| Participant deferral / active EE | $9,257 | $6,356+45.6% | $5,568+66.3% | $6,341+46.0% |
| Admin fee / account holder | $2,738 | $19,811-86.2% | $16,237-83.1% | $12,309-77.8% |