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 | $295,780 | $198,466+49.0% | $170,442+73.5% | $147,584+100.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.07% | 257.29%-243.2pp | 205.93%-191.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $10,281 | $6,184+66.3% | $5,433+89.2% | $4,876+110.8% |
| Participant deferral / active EE | $9,365 | $5,629+66.4% | $4,939+89.6% | $5,439+72.2% |
| Admin fee / account holder | $4,170 | $16,852-75.3% | $13,880-70.0% | $10,885-61.7% |