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 | $266,155 | $148,534+79.2% | $135,903+95.8% | $139,434+90.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.90% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $4,529 | $5,243-13.6% | $4,856-6.7% | $4,751-4.7% |
| Participant deferral / active EE | $9,383 | $8,100+15.8% | $7,758+20.9% | $6,710+39.8% |
| Admin fee / account holder | $114,530 | $12,400+823.6% | $10,762+964.2% | $11,403+904.4% |