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 | $374,025 | $159,901+133.9% | $146,958+154.5% | $145,922+156.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.01% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,075 | $5,286-60.7% | $4,933-57.9% | $4,660-55.5% |
| Participant deferral / active EE | $6,176 | $8,428-26.7% | $8,070-23.5% | $6,688-7.6% |
| Admin fee / account holder | $13,112 | $15,044-12.8% | $12,998+0.9% | $13,397-2.1% |