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 | $349,524 | $176,056+98.5% | $159,436+119.2% | $167,490+108.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.40% | 331.75%-314.3pp | 263.57%-246.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $10,246 | $5,297+93.4% | $4,829+112.2% | $4,837+111.8% |
| Participant deferral / active EE | $11,703 | $7,750+51.0% | $7,352+59.2% | $6,341+84.5% |
| Admin fee / account holder | $42,789 | $12,554+240.8% | $10,799+296.3% | $12,309+247.6% |