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 | $284,193 | $159,901+77.7% | $146,958+93.4% | $145,922+94.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.88% | 98.13%-86.2pp | 418.34%-406.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $4,490 | $5,286-15.1% | $4,933-9.0% | $4,660-3.6% |
| Participant deferral / active EE | $5,040 | $8,428-40.2% | $8,070-37.5% | $6,688-24.6% |
| Admin fee / account holder | $19,513 | $15,044+29.7% | $12,998+50.1% | $13,397+45.7% |