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 | $352,912 | $198,466+77.8% | $170,442+107.1% | $147,584+139.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.12% | 257.29%-244.2pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $10,071 | $6,184+62.9% | $5,433+85.4% | $4,876+106.5% |
| Participant deferral / active EE | $6,513 | $5,629+15.7% | $4,939+31.9% | $5,439+19.8% |
| Admin fee / account holder | $2,321 | $16,852-86.2% | $13,880-83.3% | $10,885-78.7% |