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 | $460,916 | $217,402+112.0% | $185,823+148.0% | $167,490+175.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.77% | 148.36%-136.6pp | 122.05%-110.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $10,752 | $5,873+83.1% | $5,167+108.1% | $4,837+122.3% |
| Participant deferral / active EE | $3,967 | $6,356-37.6% | $5,568-28.8% | $6,341-37.4% |
| Admin fee / account holder | $104,268 | $19,811+426.3% | $16,237+542.1% | $12,309+747.1% |