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 | $358,305 | $209,411+71.1% | $178,490+100.7% | $158,922+125.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.93% | 188.75%-177.8pp | 151.07%-140.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $18,500 | $5,706+224.2% | $5,011+269.2% | $4,761+288.6% |
| Participant deferral / active EE | $4,520 | $5,954-24.1% | $5,202-13.1% | $5,982-24.4% |
| Admin fee / account holder | $47,928 | $17,074+180.7% | $13,984+242.7% | $11,246+326.2% |