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 | $391,484 | $159,901+144.8% | $146,958+166.4% | $145,922+168.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.96% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $11,152 | $5,286+111.0% | $4,933+126.1% | $4,660+139.3% |
| Participant deferral / active EE | $8,205 | $8,428-2.7% | $8,070+1.7% | $6,688+22.7% |
| Admin fee / account holder | $6,093 | $15,044-59.5% | $12,998-53.1% | $13,397-54.5% |