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 | $316,710 | $159,934+98.0% | $147,005+115.4% | $145,959+117.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.09% | 98.24%-87.2pp | 418.76%-407.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $3,683 | $5,287-30.3% | $4,934-25.4% | $4,661-21.0% |
| Participant deferral / active EE | $8,804 | $8,427+4.5% | $8,070+9.1% | $6,689+31.6% |
| Admin fee / account holder | $30,135 | $15,053+100.2% | $13,006+131.7% | $13,398+124.9% |