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 | $435,593 | $165,335+163.5% | $149,696+191.0% | $158,922+174.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 45.06% | 348.15%-303.1pp | 276.60%-231.5pp | 302.83%-257.8pp |
| Employer contribution / active EE | $9,420 | $5,103+84.6% | $4,644+102.8% | $4,761+97.9% |
| Participant deferral / active EE | $11,322 | $7,181+57.7% | $6,842+65.5% | $5,982+89.3% |
| Admin fee / account holder | $527 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |