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 | $428,821 | $159,901+168.2% | $146,958+191.8% | $145,922+193.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.31% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,656 | $5,286-30.8% | $4,933-25.9% | $4,660-21.5% |
| Participant deferral / active EE | $11,086 | $8,428+31.5% | $8,070+37.4% | $6,688+65.8% |
| Admin fee / account holder | $109,155 | $15,044+625.6% | $12,998+739.8% | $13,397+714.8% |