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 | $372,609 | $203,436+83.2% | $152,466+144.4% | $167,490+122.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 16.20% | 13.80%+2.4pp | 757.33%-741.1pp | 478.56%-462.4pp |
| Employer contribution / active EE | $2,714 | $5,220-48.0% | $4,327-37.3% | $4,837-43.9% |
| Participant deferral / active EE | $7,132 | $6,716+6.2% | $5,820+22.5% | $6,341+12.5% |
| Admin fee / account holder | $55,340 | $22,506+145.9% | $15,805+250.1% | $12,309+349.6% |