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 | $326,471 | $159,901+104.2% | $146,958+122.2% | $145,922+123.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.69% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $14,130 | $5,286+167.3% | $4,933+186.4% | $4,660+203.2% |
| Participant deferral / active EE | $4,833 | $8,428-42.7% | $8,070-40.1% | $6,688-27.7% |
| Admin fee / account holder | $5,833 | $15,044-61.2% | $12,998-55.1% | $13,397-56.5% |