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 | $485,259 | $183,963+163.8% | $162,163+199.2% | $152,861+217.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.94% | 150.76%-137.8pp | 115.59%-102.6pp | 345.32%-332.4pp |
| Employer contribution / active EE | $12,076 | $6,371+89.6% | $5,614+115.1% | $4,762+153.6% |
| Participant deferral / active EE | $15,415 | $8,034+91.9% | $7,298+111.2% | $5,850+163.5% |
| Admin fee / account holder | $454 | $13,121-96.5% | $10,843-95.8% | $11,596-96.1% |