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 | $329,774 | $217,402+51.7% | $185,823+77.5% | $167,490+96.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.34% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $21,567 | $5,873+267.2% | $5,167+317.4% | $4,837+345.8% |
| Participant deferral / active EE | $13,757 | $6,356+116.4% | $5,568+147.1% | $6,341+116.9% |
| Admin fee / account holder | $2,321 | $19,811-88.3% | $16,237-85.7% | $12,309-81.1% |