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 | $429,075 | $159,901+168.3% | $146,958+192.0% | $145,922+194.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.84% | 98.13%-73.3pp | 418.34%-393.5pp | 561.29%-536.4pp |
| Employer contribution / active EE | $1,612 | $5,286-69.5% | $4,933-67.3% | $4,660-65.4% |
| Participant deferral / active EE | $4,564 | $8,428-45.9% | $8,070-43.4% | $6,688-31.8% |
| Admin fee / account holder | $15,793 | $15,044+5.0% | $12,998+21.5% | $13,397+17.9% |