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 | $589,168 | $183,963+220.3% | $162,163+263.3% | $152,861+285.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.98% | 150.76%-134.8pp | 115.59%-99.6pp | 345.32%-329.3pp |
| Employer contribution / active EE | $4,963 | $6,371-22.1% | $5,614-11.6% | $4,762+4.2% |
| Participant deferral / active EE | $15,150 | $8,034+88.6% | $7,298+107.6% | $5,850+159.0% |
| Admin fee / account holder | $52,022 | $13,121+296.5% | $10,843+379.8% | $11,596+348.6% |