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 | $466,547 | $159,901+191.8% | $146,958+217.5% | $145,922+219.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $8,107 | $5,286+53.4% | $4,933+64.3% | $4,660+74.0% |
| Participant deferral / active EE | $6,019 | $8,428-28.6% | $8,070-25.4% | $6,688-10.0% |
| Admin fee / account holder | $24,790 | $15,044+64.8% | $12,998+90.7% | $13,397+85.0% |