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 | $511,207 | $183,519+178.6% | $155,509+228.7% | $145,922+250.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.01% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,868 | $5,313-46.0% | $4,672-38.6% | $4,660-38.4% |
| Participant deferral / active EE | $15,250 | $6,462+136.0% | $5,626+171.1% | $6,688+128.0% |
| Admin fee / account holder | $2,722 | $19,313-85.9% | $15,912-82.9% | $13,397-79.7% |