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 | $437,298 | $183,963+137.7% | $162,163+169.7% | $152,861+186.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.28% | 150.76%-126.5pp | 115.59%-91.3pp | 345.32%-321.0pp |
| Employer contribution / active EE | $5,615 | $6,371-11.9% | $5,6140% | $4,762+17.9% |
| Participant deferral / active EE | $14,419 | $8,034+79.5% | $7,298+97.6% | $5,850+146.5% |
| Admin fee / account holder | $2,283 | $13,121-82.6% | $10,843-78.9% | $11,596-80.3% |