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 | $259,486 | $124,185+109.0% | $108,410+139.4% | $167,490+54.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.20% | 1379.64%-1363.4pp | 905.27%-889.1pp | 478.56%-462.4pp |
| Employer contribution / active EE | $10,347 | $4,187+147.2% | $3,558+190.8% | $4,837+113.9% |
| Participant deferral / active EE | $5,473 | $6,908-20.8% | $6,563-16.6% | $6,341-13.7% |
| Admin fee / account holder | $5,395 | $9,455-42.9% | $7,295-26.0% | $12,309-56.2% |