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 | $469,835 | $159,901+193.8% | $146,958+219.7% | $145,922+222.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.01% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $5,767 | $5,286+9.1% | $4,933+16.9% | $4,660+23.8% |
| Participant deferral / active EE | $14,947 | $8,428+77.3% | $8,070+85.2% | $6,688+123.5% |
| Admin fee / account holder | $41,231 | $15,044+174.1% | $12,998+217.2% | $13,397+207.8% |