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 | $295,982 | $159,901+85.1% | $146,958+101.4% | $145,922+102.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.56% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,457 | $5,286-72.4% | $4,933-70.5% | $4,660-68.7% |
| Participant deferral / active EE | $9,141 | $8,428+8.5% | $8,070+13.3% | $6,688+36.7% |
| Admin fee / account holder | $7,953 | $15,044-47.1% | $12,998-38.8% | $13,397-40.6% |