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 | $322,368 | $159,934+101.6% | $147,005+119.3% | $145,959+120.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.36% | 98.24%-79.9pp | 418.76%-400.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $8,774 | $5,287+65.9% | $4,934+77.8% | $4,661+88.2% |
| Participant deferral / active EE | $7,337 | $8,427-12.9% | $8,070-9.1% | $6,689+9.7% |
| Admin fee / account holder | $201,878 | $15,053+1241.1% | $13,006+1452.2% | $13,398+1406.8% |