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 | $385,641 | $176,056+119.0% | $159,436+141.9% | $167,490+130.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.30% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $8,159 | $5,297+54.0% | $4,829+68.9% | $4,837+68.7% |
| Participant deferral / active EE | $11,250 | $7,750+45.2% | $7,352+53.0% | $6,341+77.4% |
| Admin fee / account holder | $9,504 | $12,554-24.3% | $10,799-12.0% | $12,309-22.8% |