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 | $258,778 | $183,963+40.7% | $162,163+59.6% | $152,861+69.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.89% | 150.76%-128.9pp | 115.59%-93.7pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,491 | $6,371-60.9% | $5,614-55.6% | $4,762-47.7% |
| Participant deferral / active EE | $5,256 | $8,034-34.6% | $7,298-28.0% | $5,850-10.2% |
| Admin fee / account holder | $221,769 | $13,121+1590.1% | $10,843+1945.4% | $11,596+1812.4% |