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 | $311,361 | $176,056+76.9% | $159,436+95.3% | $167,490+85.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.41% | 331.75%-319.3pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $11,991 | $5,297+126.4% | $4,829+148.3% | $4,837+147.9% |
| Participant deferral / active EE | $15,743 | $7,750+103.1% | $7,352+114.1% | $6,341+148.3% |
| Admin fee / account holder | $33,972 | $12,554+170.6% | $10,799+214.6% | $12,309+176.0% |