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 | $308,639 | $183,963+67.8% | $162,163+90.3% | $152,861+101.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.38% | 150.76%-131.4pp | 115.59%-96.2pp | 345.32%-325.9pp |
| Employer contribution / active EE | $5,963 | $6,371-6.4% | $5,614+6.2% | $4,762+25.2% |
| Participant deferral / active EE | $7,094 | $8,034-11.7% | $7,298-2.8% | $5,850+21.3% |
| Admin fee / account holder | $123,772 | $13,121+843.3% | $10,843+1041.5% | $11,596+967.3% |