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 | $574,932 | $159,901+259.6% | $146,958+291.2% | $145,922+294.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.93% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,184 | $5,286-58.7% | $4,933-55.7% | $4,660-53.1% |
| Participant deferral / active EE | $7,833 | $8,428-7.1% | $8,070-2.9% | $6,688+17.1% |
| Admin fee / account holder | $6,079 | $15,044-59.6% | $12,998-53.2% | $13,397-54.6% |