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 | $341,134 | $198,466+71.9% | $170,442+100.1% | $147,584+131.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.08% | 257.29%-246.2pp | 205.93%-194.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $4,302 | $6,184-30.4% | $5,433-20.8% | $4,876-11.8% |
| Participant deferral / active EE | $10,806 | $5,629+92.0% | $4,939+118.8% | $5,439+98.7% |
| Admin fee / account holder | $30,157 | $16,852+79.0% | $13,880+117.3% | $10,885+177.0% |