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 | $314,965 | $202,432+55.6% | $169,368+86.0% | $139,434+125.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.62% | 531.74%-518.1pp | 405.60%-392.0pp | 372.94%-359.3pp |
| Employer contribution / active EE | $3,000 | $4,692-36.1% | $4,013-25.2% | $4,751-36.9% |
| Participant deferral / active EE | $10,000 | $6,938+44.1% | $6,221+60.7% | $6,710+49.0% |
| Admin fee / account holder | $2,787 | $10,708-74.0% | $9,003-69.0% | $11,403-75.6% |