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 | $391,143 | $217,402+79.9% | $185,823+110.5% | $167,490+133.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.71% | 148.36%-132.7pp | 122.05%-106.3pp | 478.56%-462.9pp |
| Employer contribution / active EE | $6,530 | $5,873+11.2% | $5,167+26.4% | $4,837+35.0% |
| Participant deferral / active EE | $15,015 | $6,356+136.2% | $5,568+169.7% | $6,341+136.8% |
| Admin fee / account holder | $76,583 | $19,811+286.6% | $16,237+371.6% | $12,309+522.2% |