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 | $394,817 | $159,934+146.9% | $147,005+168.6% | $145,959+170.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.90% | 98.24%-88.3pp | 418.76%-408.9pp | 561.95%-552.0pp |
| Employer contribution / active EE | $9,176 | $5,287+73.6% | $4,934+86.0% | $4,661+96.9% |
| Participant deferral / active EE | $20,812 | $8,427+147.0% | $8,070+157.9% | $6,689+211.2% |
| Admin fee / account holder | $9,968 | $15,053-33.8% | $13,006-23.4% | $13,398-25.6% |