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 | $351,078 | $209,411+67.6% | $178,490+96.7% | $158,922+120.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.63% | 188.75%-180.1pp | 151.07%-142.4pp | 302.83%-294.2pp |
| Employer contribution / active EE | $4,541 | $5,706-20.4% | $5,011-9.4% | $4,761-4.6% |
| Participant deferral / active EE | $7,673 | $5,954+28.9% | $5,202+47.5% | $5,982+28.3% |
| Admin fee / account holder | $80,170 | $17,074+369.5% | $13,984+473.3% | $11,246+612.9% |