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 | $316,960 | $176,812+79.3% | $146,665+116.1% | $167,490+89.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.05% | 24.03%-6.0pp | 22.74%-4.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $12,794 | $5,160+147.9% | $4,136+209.3% | $4,837+164.5% |
| Participant deferral / active EE | $6,468 | $6,440+0.4% | $5,506+17.5% | $6,341+2.0% |
| Admin fee / account holder | $32,868 | $13,259+147.9% | $10,280+219.7% | $12,309+167.0% |