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 | $278,797 | $198,466+40.5% | $170,442+63.6% | $147,584+88.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.28% | 257.29%-245.0pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $19,553 | $6,184+216.2% | $5,433+259.9% | $4,876+301.0% |
| Participant deferral / active EE | $15,175 | $5,629+169.6% | $4,939+207.2% | $5,439+179.0% |
| Admin fee / account holder | $612 | $16,852-96.4% | $13,880-95.6% | $10,885-94.4% |