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 | $416,382 | $217,402+91.5% | $185,823+124.1% | $167,490+148.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.43% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $19,417 | $5,873+230.6% | $5,167+275.8% | $4,837+301.4% |
| Participant deferral / active EE | $6,717 | $6,356+5.7% | $5,568+20.6% | $6,341+5.9% |
| Admin fee / account holder | $12,857 | $19,811-35.1% | $16,237-20.8% | $12,309+4.5% |