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 | $524,571 | $159,901+228.1% | $146,958+257.0% | $145,922+259.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.18% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $6,471 | $5,286+22.4% | $4,933+31.2% | $4,660+38.9% |
| Participant deferral / active EE | $24,550 | $8,428+191.3% | $8,070+204.2% | $6,688+267.1% |
| Admin fee / account holder | $3,211 | $15,044-78.7% | $12,998-75.3% | $13,397-76.0% |