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 | $359,155 | $176,056+104.0% | $159,436+125.3% | $167,490+114.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.21% | 331.75%-321.5pp | 263.57%-253.4pp | 478.56%-468.4pp |
| Employer contribution / active EE | $6,027 | $5,297+13.8% | $4,829+24.8% | $4,837+24.6% |
| Participant deferral / active EE | $4,184 | $7,750-46.0% | $7,352-43.1% | $6,341-34.0% |
| Admin fee / account holder | $42,158 | $12,554+235.8% | $10,799+290.4% | $12,309+242.5% |