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 | $383,182 | $159,901+139.6% | $146,958+160.7% | $145,922+162.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.91% | 98.13%-82.2pp | 418.34%-402.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $4,840 | $5,286-8.4% | $4,933-1.9% | $4,660+3.9% |
| Participant deferral / active EE | $11,384 | $8,428+35.1% | $8,070+41.1% | $6,688+70.2% |
| Admin fee / account holder | $12,854 | $15,044-14.6% | $12,998-1.1% | $13,397-4.1% |