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 | $384,229 | $183,519+109.4% | $155,509+147.1% | $145,922+163.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.73% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,604 | $5,313-51.0% | $4,672-44.3% | $4,660-44.1% |
| Participant deferral / active EE | $7,700 | $6,462+19.2% | $5,626+36.9% | $6,688+15.1% |
| Admin fee / account holder | $1,203 | $19,313-93.8% | $15,912-92.4% | $13,397-91.0% |