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 | $447,797 | $104,486+328.6% | $76,817+482.9% | $152,861+192.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 18.56% | 1013.37%-994.8pp | 1166.11%-1147.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $3,414 | $3,116+9.6% | $2,302+48.3% | $4,762-28.3% |
| Participant deferral / active EE | $5,309 | $4,236+25.3% | $3,336+59.1% | $5,850-9.3% |
| Admin fee / account holder | $4,809 | $12,275-60.8% | $6,420-25.1% | $11,596-58.5% |