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 | $393,012 | $183,963+113.6% | $162,163+142.4% | $152,861+157.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.03% | 150.76%-126.7pp | 115.59%-91.6pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,915 | $6,371-54.2% | $5,614-48.1% | $4,762-38.8% |
| Participant deferral / active EE | $19,787 | $8,034+146.3% | $7,298+171.1% | $5,850+238.2% |
| Admin fee / account holder | $373 | $13,121-97.2% | $10,843-96.6% | $11,596-96.8% |