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 | $384,806 | $159,901+140.7% | $146,958+161.8% | $145,922+163.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.12% | 98.13%-75.0pp | 418.34%-395.2pp | 561.29%-538.2pp |
| Employer contribution / active EE | $8,011 | $5,286+51.6% | $4,933+62.4% | $4,660+71.9% |
| Participant deferral / active EE | $19,109 | $8,428+126.7% | $8,070+136.8% | $6,688+185.7% |
| Admin fee / account holder | $9,646 | $15,044-35.9% | $12,998-25.8% | $13,397-28.0% |