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 | $411,935 | $159,901+157.6% | $146,958+180.3% | $145,922+182.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.32% | 98.13%-70.8pp | 418.34%-391.0pp | 561.29%-534.0pp |
| Employer contribution / active EE | $6,400 | $5,286+21.1% | $4,933+29.7% | $4,660+37.3% |
| Participant deferral / active EE | $2,641 | $8,428-68.7% | $8,070-67.3% | $6,688-60.5% |
| Admin fee / account holder | $70,387 | $15,044+367.9% | $12,998+441.5% | $13,397+425.4% |