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 | $282,738 | $210,698+34.2% | $178,014+58.8% | $145,959+93.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.01% | 386.27%-374.3pp | 294.80%-282.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,831 | $4,567-38.0% | $3,950-28.3% | $4,661-39.3% |
| Participant deferral / active EE | $12,084 | $6,958+73.7% | $6,276+92.5% | $6,689+80.7% |
| Admin fee / account holder | $65,260 | $12,016+443.1% | $10,362+529.8% | $13,398+387.1% |