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 | $334,418 | $150,440+122.3% | $136,294+145.4% | $147,584+126.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.03% | 1049.08%-1037.1pp | 5155.94%-5143.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $4,508 | $5,256-14.2% | $4,695-4.0% | $4,876-7.6% |
| Participant deferral / active EE | $2,134 | $6,630-67.8% | $6,247-65.8% | $5,439-60.8% |
| Admin fee / account holder | $147,542 | $10,905+1252.9% | $9,243+1496.2% | $10,885+1255.4% |