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 | $264,667 | $133,922+97.6% | $116,228+127.7% | $142,382+85.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.95% | 147.76%-134.8pp | 90.06%-77.1pp | 217.08%-204.1pp |
| Employer contribution / active EE | $4,006 | $3,446+16.3% | $2,994+33.8% | $4,299-6.8% |
| Participant deferral / active EE | $11,308 | $5,672+99.4% | $4,953+128.3% | $6,507+73.8% |
| Admin fee / account holder | $49,222 | $14,945+229.4% | $11,989+310.6% | $12,624+289.9% |