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 | $644,291 | $159,901+302.9% | $146,958+338.4% | $145,922+341.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.67% | 98.13%-77.5pp | 418.34%-397.7pp | 561.29%-540.6pp |
| Employer contribution / active EE | $2,217 | $5,286-58.1% | $4,933-55.1% | $4,660-52.4% |
| Participant deferral / active EE | $5,884 | $8,428-30.2% | $8,070-27.1% | $6,688-12.0% |
| Admin fee / account holder | $17,446 | $15,044+16.0% | $12,998+34.2% | $13,397+30.2% |