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 | $531,194 | $138,065+284.7% | $123,544+330.0% | $135,375+292.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 15.38% | 153.68%-138.3pp | 119.20%-103.8pp | 519.73%-504.4pp |
| Employer contribution / active EE | $3,181 | $5,151-38.3% | $4,628-31.3% | $4,779-33.4% |
| Participant deferral / active EE | $10,863 | $6,799+59.8% | $6,426+69.1% | $5,609+93.7% |
| Admin fee / account holder | $1,474 | $10,916-86.5% | $9,284-84.1% | $10,827-86.4% |