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 | $285,614 | $144,119+98.2% | $117,854+142.3% | $147,584+93.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.93% | 531.15%-515.2pp | 335.08%-319.1pp | 578.55%-562.6pp |
| Employer contribution / active EE | $4,615 | $4,896-5.7% | $3,786+21.9% | $4,876-5.4% |
| Participant deferral / active EE | $6,425 | $5,316+20.9% | $4,482+43.4% | $5,439+18.1% |
| Admin fee / account holder | $54,164 | $10,886+397.6% | $8,020+575.4% | $10,885+397.6% |