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 | $291,992 | $159,934+82.6% | $147,005+98.6% | $145,959+100.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.07% | 98.24%-85.2pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,941 | $5,287-63.3% | $4,934-60.7% | $4,661-58.4% |
| Participant deferral / active EE | $3,360 | $8,427-60.1% | $8,070-58.4% | $6,689-49.8% |
| Admin fee / account holder | $93,977 | $15,053+524.3% | $13,006+622.6% | $13,398+601.4% |