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 | $446,258 | $159,901+179.1% | $146,958+203.7% | $145,922+205.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.67% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,712 | $5,286-29.8% | $4,933-24.8% | $4,660-20.3% |
| Participant deferral / active EE | $16,165 | $8,428+91.8% | $8,070+100.3% | $6,688+141.7% |
| Admin fee / account holder | $223,868 | $15,044+1388.1% | $12,998+1622.3% | $13,397+1571.0% |