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 | $342,308 | $176,056+94.4% | $159,436+114.7% | $167,490+104.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.28% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $14,497 | $5,297+173.7% | $4,829+200.2% | $4,837+199.7% |
| Participant deferral / active EE | $9,129 | $7,750+17.8% | $7,352+24.2% | $6,341+44.0% |
| Admin fee / account holder | $9,078 | $12,554-27.7% | $10,799-15.9% | $12,309-26.2% |