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 | $291,543 | $159,934+82.3% | $147,005+98.3% | $145,959+99.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.02% | 98.24%-87.2pp | 418.76%-407.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $4,071 | $5,287-23.0% | $4,934-17.5% | $4,661-12.7% |
| Participant deferral / active EE | $6,401 | $8,427-24.0% | $8,070-20.7% | $6,689-4.3% |
| Admin fee / account holder | $13,363 | $15,053-11.2% | $13,006+2.7% | $13,398-0.3% |