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 | $344,628 | $202,432+70.2% | $169,368+103.5% | $139,434+147.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.90% | 531.74%-508.8pp | 405.60%-382.7pp | 372.94%-350.0pp |
| Employer contribution / active EE | $7,018 | $4,692+49.6% | $4,013+74.9% | $4,751+47.7% |
| Participant deferral / active EE | $17,191 | $6,938+147.8% | $6,221+176.3% | $6,710+156.2% |
| Admin fee / account holder | $2,699 | $10,708-74.8% | $9,003-70.0% | $11,403-76.3% |